Jay Garcia
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Activity overview
Latest activity by Jay Garcia-
Jay Garcia created an article,
Tips to increase Conversion Rate on Crewhu's CSAT Surveys
Crewhu one-click surveys are an easy way to collect customer feedback. In this article you can find a few tips to increase your conversion rate regarding: Messaging: words matter Survey Appearance...
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Jay Garcia created an article,
Crewhu & Tixt by Gozynta Integration - Connectwise SMS CSAT Surveys
Business Purpose Integrate with tixt.us to send Crewhu's CSAT Surveys via SMS, to your clients that opened a ticket in Connectwise using the text message channel. This increases the chances to col...
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Jay Garcia created an article,
Custom Surveys Settings
What plan do we have? I want this feature! Business Purpose Use Custom Surveys to create multiple CSAT Settings to expand the process of collecting feedback! With this document, you'll learn how to...
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Jay Garcia created an article,
Zendesk REST integration
_ Summary Requirements Create a Zendesk API Token Configure Crewhu CSAT Survey Settings Upload an image of your logo Integration Partner Rating Type Miscellaneous Settings _ Requirements Av...
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Jay Garcia created an article,
Report - Conversion Rate for Connectwise and Autotask Tickets
What plan do we have? _ Summary Requirements Business Purpose What is Conversion Rate and how it is calculated In Connecwise In Autotask Configuration Accessing Your CNV Report Save Filter / Sc...
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Jay Garcia created an article,
Automated Birthday and Anniversary Badges
_ What plan do we have? Summary Use Crewhu to create rules to automatically reward employees equitably on their Birthdays and company Anniversaries, making sure that no one is forgotten. The whole ...
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Jay Garcia created an article,
Contests Use Case: Positive Rating with Comments and Specific Badges Received
What plan do we have? Summary What you will find in this article: Create New Contests (2 examples) Combine Metrics to build a Custom Score Profile level required to set up a Contest: Admin (What...
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Jay Garcia created an article,
NPS Surveys
_What plan do we have? I want this feature! Business Purpose Crewhu's Net Promoter Score module will help collect feedback on what your clients think outside of tickets. It is a great way to ident...
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Jay Garcia created an article,
Autotask REST Integration
Summary This guide will show you how to set Autotask as the integration partner and install the customer survey snippet in your ticketing system. It covers the following topics: In Crewhu: Employe...
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Jay Garcia created an article,
Autotask Integration (Snippet Only)
Summary This guide will show you how to get the customer survey snippet and install it into your Autotask ticketing system and configure the customer service settings to get a higher number of surv...