by MyCRM GmbH

Integrate NiceReply with Sugar to make CSAT and NPS Surveys accessible directly in the Cases module. Send out beautiful surveys automatically and make it easy to generate reports.

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Admin Guide

Configuration

Go Admin >> CSAT configuration

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Open Nicereply configuration CleanShot 2023-10-04 at 17.08.34@2x.png

Insert the API Key, Company URL and the survey name that should be mapped with Sugar. CleanShot 2023-10-04 at 17.08.05@2x.png

Where can I get the API key?

Go to Account >> Admin and generate an API Key that you can then copy to the settings.

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Enable CSAT Survey

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Where are the Email templates with the Nicereply survey stored?

The Email template is installed as an extra module. You can customize it with HTML and CSS for your needs. If you need assistance, we are ready to help.

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