Knowledge Base
Using SmileBack
- Automation for Autotask
- Automation for ConnectWise Manage
- Automation for Freshdesk
- Automation for HaloPSA
- Automation for Kaseya BMS
- Automation for Zendesk
NPS
- SmileBack NPS overview
- What is NPS and how is it calculated?
- Creating your first NPS campaign
- NPS campaigns setup tips
- Updating your ConnectWise Manage API member permissions for NPS
- Importing NPS contacts from ConnectWise Manage
Understanding the data
Managing your account
- Adding users to SmileBack
- Changing your company name
- Data & Privacy
- Getting your SmileBack invoices
- How is SmileBack priced?
- How to cancel your subscription
Integrations
- Set up connection to CloudRadial
- MSPbots
- Using the SmileBack API
- Use SmileBack with Slack
- Automatically import reviews data into Excel
- Send follow up emails to CSAT reviews with Zapier
Tips & Troubleshooting
- Can I resend a survey, or a follow-up survey?
- Customer says they didn't submit a review
- Does SmileBack offer Single Sign On (SSO)?
- Getting more reviews
- How do I find the source IP address of a review?
- How to avoid surveys sent for child tickets after closing parent ones? (ConnectWise Manage)