Introduction to Freshdesk integration
Empower your Freshdesk with Nicereply. In this article you can find out everything important about Nicereply integration including:
- How the integration works
- Features of the integration
- Email template set up manuals
- Trigger set up manuals
How the integration works
The first thing you need to decide is what satisfaction metric you'd like to measure. Nicereply offers three metrics:
After you decide what metrics you want to measure you need to decide which distribution option to use. You can either measure customer satisfaction directly in your Freshdesk signature (email template) or via a trigger. Then connect your Freshdesk account with Nicereply.
If you choose trigger distribution you set it up and Nicereply will start scanning the status of your tickets on a regular basis. The trigger is an action that is caused by an event in Freshdesk - in this case, it is the resolution of a ticket. After a ticket is resolved a survey is triggered by this event.
Nicereply will send an e-mail survey to every customer your company had a conversation with after the ticket is resolved. You can edit the trigger behavior - for example, edit the number of hours since the resolution of the ticket after which the survey is sent.
If you choose the email template you copy the Nicereply survey code and insert it into your Freshdesk email template. In this case, a customer will be able to rate your agents after each interaction because the survey will be placed in their signature.
Features of the integration
See the list of 7 major features of the integration between Freshdesk and Nicereply.
1. Push ratings & comment right to the ticket as a note
All ratings will be pushed to the relevant ticket in a form of note.
Note: you can enable/disable pushing of CSAT, CES or NPS ratings & comments as Note and Custom field into ticket in the survey Settings.
2. Save CSAT/CES/NPS rating in the custom ticket field
Besides the note, Nicereply will automatically create a custom field and save CSAT/CES/NPS rating value directly in the rated ticket.
Note: you can enable/disable push of CSAT rating value into ticket custom field in the survey settings.
3. Ticket backlink
Identify feedback in context with the direct link to the rated ticket.
4. Sync customers’ name to CSAT/CES/NPS ratings
Customers often don’t share their name in a rating form. Nicereply will automatically add customer names in the rating feed based on the ticket ID, so you don't need to use the name field on the survey.
5. Automation rules based on rating values
As we have our CSAT/CES/NPS value stored in the custom field, we can do some automation. E.g. we can set an alert tag to ticket with low/bad rating. You can do this by going into your Freshdesk account > Admin > Dispatch'r and creating new rule.
6. User import
Sync all your Freshdesk users with Nicereply with one click. New users will get an automated email with login instructions.
7. Customize your CSAT/CES/NPS surveys according to your branding and needs
Ask your customers the right question at the right time with branded one-click surveys. Customize your surveys and add additional questions.
Email template set up manuals
After you decide which satisfaction metric you want to measure, follow the respective manual to start gathering actionable feedback directly in your email template:
CSAT: Click here for the Customer Satisfaction Score email template setup guide
CES: Click here for the Customer Effort Score email template setup guide
NPS: Click here for the Net Promoter Score email template setup guide
Trigger set up manuals
After you decide which satisfaction metric you want to measure, follow the respective manual to start gathering actionable feedback via Nicereply trigger:
CSAT: Click here for the Customer Satisfaction Score trigger setup guide
CES: Click here for the Customer Effort Score trigger setup guide
NPS: Click here for the Net Promoter Score trigger setup guide