Setup

Getting Started

• Signing up to SmileBack
• Adding your company logo to SmileBack
• Creating a survey for a closed ticket email

ConnectWise Manage

• Setting up ConnectWise Manage API Key authentication
• Static IP address for your firewall
• Creating a custom security role in ConnectWise Manage
• Adding a survey to ConnectWise Manage
• Changing the Ticket Resource Formula
• How do I know if a company is receiving the survey or not?

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Zendesk

• Get started with SmileBack and Zendesk
• Adding the survey to Zendesk
• Zendesk user permissions

Freshworks

• Get started with SmileBack and Freshsales
• Get started with SmileBack and Freshdesk
• Adding the survey to Freshdesk

Autotask

• Adding the survey to Autotask

Integrations

• BrightGauge
• ConnectSMART
• Dropbox
• Zapier
• Microsoft Power BI [beta]