In this article:
Authenticating with Help Scout
You'll need to authenticate your Help Scout account before installing any integration. Don't worry, you only need to do this once. π
Access the Help Scout integration page by clicking here and click authenticate.
Log in with your Help Scout credentials and click authorize.
Pull conversation details
Each time your customer provides a rating, Simplesat will associate the following information with the response.
Object | Data collected |
Conversation | ID, Subject, Type, URL |
Requester (Customer) | ID, Name, Email, Company, Gender, Job Title, Location, URL |
Responder (Assignee) | ID, Name, Email |
All information gathered through the API will override fields sent through URL parameters.
Here's an example of how this will look in Simplesat:
To enable this, go to the Help Scout integrations page by clicking here.
Scroll down to pull conversation details and click activate integration.
Update conversation tags with rating and sentiment
Simplesat can update a conversation's tags with rating and sentiment after receiving new feedback.
Here's an example of what this looks like in Help Scout:
To set this up, go to the Help Scout integrations page by clicking here.
Scroll down to update conversation tags with rating and sentiment and click activate integration.
Add feedback to conversation as a note
Simplesat can can display feedback in the related conversation as an internal note.
Here's an example of what this looks like in Help Scout:
To set this up, go to the Help Scout integrations page by clicking here.
Scroll down to add feedback to conversation as a note and click activate integration.
Sync feedback to conversation custom fields
Simplesat can can display feedback in the related conversation's custom fields.
Here's an example of what this looks like in Help Scout:
To set this up, you'll first need to create the custom fields in Help Scout.
Start off by going to mailbox > settings > custom fields.
Click new custom field and create 3 fields:
Name: Simplesat rating
Type: Number
Required: No
Name: Simplesat sentiment
Type: Single Line
Required: No
Name: Simplesat comment
Type: Multi Line
Required: No
Scroll down to add feedback to conversation custom fields and click activate integration.
Update customer properties with rating and sentiment
Simplesat can can display a contact's latest rating and sentiment in the contact's properties.
Here's an example of what this looks like in Help Scout:
To set this up, you'll first need to create the properties in Help Scout.
Go to manage > properties and click new property.
Create these 2 properties:
Name: Simplesat rating
Property ID: simplesat-rating
Type: Number
Name: Simplesat sentiment
Property ID: simplesat-sentiment
Type: Text
Scroll down to update customer properties with rating and sentiment and click activate integration.