Adding a HeyHappy survey to ConnetWise Manage

HeyHappy provides a special code snippet that you can paste to a service board in ConnectWise.

To get the HeyHappy snippet, in HeyHappy go to Settings -> Integration Settings -> Closed Ticket Survey Snippet.

To add the snippet to a ConnectWise Manage service board, follow these steps:

1. In ConnectWise Manage, go to System and then Setup Tables

2. Find and open the Service Board table

3. Select the Service Board where you would like to add the HeyHappy survey

4. Go to the Statuses tab

5. Find the status that represents the last step of your service ticket lifecycle and is used to communicate to the customer that the service ticket has been closed or completed.

6. Under the Email Template Setup, select External Contact Notifications (if you want to test the survey by sending it to addresses in your own company first, then you will also need to select Internal Contact Notifications)

7. Then click Add Email Notifications and select Contact for this item from the drop-down menu and click Ok.

   
8. Click Source displayed in the toolbar to switch the email editor into source mode.

9. Paste the snippet (copied from HeyHappy) into the desired place within your message.

10. Click Save.