Customer Effort Score (CES) email template distribution in Help Scout

This article will show you how to start measuring Customer Effort Score (CES) directly in your Help Scout email template (signature).

Requirements

In this article

NOTE: every step is the article is the same for CSAT, NPS and CES


Connecting Help Scout with Nicereply

1. Choose the CES metric in the “left menu” in your Nicereply account. Click on START CES. If you do not see the START CES button click on CES - Surveys - ADD SURVEY

2. From distribution options choose EMAIL TEMPLATE

3. You’re on the app directory page now, click on Help Scout icon

4 . In the next step you'll need to Authorize Nicereply to access your account. Simply click Authorize.

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5.  Then, Add your users from Help Scout to Nicereply by clicking Continue. New users will get an automated email with login instructions from us. 


Adding email template to Help Scout

6. You're on the good way! To collect customer feedback, you need to place Customer Effort Score code into your Help Scout email templates. Copy CES code from Nicereply account.

7.  Head back to Help Scout to and Click on Manage > Apps > search for Nicereply

8. Click the Install App button.

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9. Insert your company URL and choose rating placement. You can see your URL at your current screen in Nicereply. You can always find it in Settings → Company / Account settings page in Nicereply. 

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10. Switch to HTML in Rating text, then paste CES code into Rating Text.

11. When you´re done click Save. Go back to your Nicereply account and click Confirm Setup Completion.

12. The last thing you need to do is set up custom ticket field. To do this go your Help Scout account -> Manage -> Mailbox. Choose the Mailbox you want to set up the custom ticket field for and click on Custom fields on the left side of the screen.  Then click New Custom field. The name of the field must be Nicereply CES. The type must be number. 

Then click Save Field.


Good job!

Your email templates will now contain CES code and all collected ratings will be stored in Nicereply under CES tab.

And pushed into your Help Scout ticket

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