The NPS app provides visibility to NPS responses that your clients' contacts have completed. This article covers specifics about integrating with SatisMeter, required as part of completing the integration.
Historical Response Import
Q: After a successful setup has been completed, does ClientSuccess attempt to import responses received before the integration was configured?
A: Yep! We attempt to retrieve all responses, across all time, from your SatisMeter account. As long as they have a Contact in CS with an email that matches up between the two systems.
How to Configure
To setup the NPS app you must:
- Be a user with full access to Client Success (admin, executive)
- Have access to the NPS tools API access token
Results are sorted from your NPS tool into ClientSuccess based on the email addresses, so you will want to make sure relevant contacts exist inside ClientSuccess.
- On the `Apps & Integrations` screen, enable the NPS app
- Click ‘Settings’ next to NPS
- Enter the access token (aka API key) and enabled web-hooks for real-time NPS results
Access Token (API key)
An access token or API key is required to connect the NPS tool to ClientSuccess.
Obtaining the access token:
Your access token can be retrieved under your API settings in SatisMeter. Copy and paste this into the SatisMeter access token under ‘Global Settings for Apps & Integrations’ inside of ClientSuccess. Once entered, your NPS responses will appear in ClientSuccess. A true-up will take place nightly.
Enabling webhooks for real-time NPS results
If you would like results to appear in real-time (as opposed to nightly updates), you will want to send webhook notifications for all NPS results.
In SatisMeter, head over to ‘webhook settings’**. You will want to add a new rule for all responses being sent to ClientSuccess.
You'll need the name of your company as it appears in our ClientSuccess database, so please reach out via firstname.lastname@example.org and we'll be able to provide you with that information.
If there is a space in your company name, you will need to use %20 as the space.
**Make sure that the webhooks status has been turned to On.
After you have everything set up, please reach out to our support channel via email@example.com and request for the integration to be completed.
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