Jay Garcia
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Articles
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Automated Public Testimonial Feed
Requirements A Crewhu Pro or Badass subscription and a profile with Admin-level permissions. Summary The Automated Public Testimonial Feed allows you to set up personalized widgets containing cl...
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...
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 ...
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...
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...
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...
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...
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 (Wha...
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...
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...