Changelog
Follow up on the latest improvements and updates.
RSS
new
CSAT
ConnectWise PSA
Market and Territory fields for CSAT reviews
Filter your CSAT reviews by the Market and Territory fields from ConnectWise PSA, so you can report on the segments most relevant to your business.
- Adds the company fields for "Market" and "Territory" from ConnectWise PSA to CSAT Review details
- Allows you to filter the CSAT Reviews and Analytics pages by these fields
We have fetched this data for all existing CSAT reviews so the filters in your account are already populated.
new
improved
NPS
Project surveys
Custom Domain Manager
We've made it easier to add and manage Custom Domains for NPS and Projects Surveys with our new Custom Domain Manager.
Access all your Custom Domain settings in one place, without having to start NPS or Project Survey set-up.
- Add new Custom Domains
- View and validate existing Custom Domains
- Easily find the DNS records for your Custom Domains again
This will make it easier for you to share your Custom Domain settings with your colleagues, and to check your Domains are working before sending a new NPS or Project Survey.
improved
Integration
Reporting
Project surveys
Project Survey data in the Replication API
We have enriched our Replication API with Project Survey responses, meaning you can now retrieve data from all three survey types.
This allows you to copy out your SmileBack reviews into storage or applications of your choice where you can create customized reporting, dashboards or automations.
You can explore our API authentication method and endpoints on our dedicated Swagger page: https://app.smileback.io/api/docs/
improved
NPS
CSAT
Project surveys
German localization
We now offer user-facing text in German for all three surveys (CSAT, NPS, Project Surveys) and the website widget. This means ay wording seen by your clients when they are answering a survey or viewing the website widget. Los gehts!
new
improved
Project surveys
Project Surveys: Custom Domains
Custom domains for Project Surveys lets you send your survey emails from your own domain with your choice of sender name and email address.
Use an email that your clients recognize - for best results, tell them which address you will use - and get more responses to your surveys.
Read the full instructions in our documentation, click here to open it.
new
improved
NPS
NPS reschedule campaign
Have you ever wanted to change the date of an upcoming NPS survey deployment? Maybe it's schedule has landed on a public holiday, or you had to leave the campaign paused for a long time.
Now you can easily change the date of your next survey send, and optionally update the future schedule to match.
Find the reschedule option in your Campaign Settings:
Choose your new deployment date:
improved
NPS
CSAT
Project surveys
Improved results filters
We've improved the filtering options on the CSAT, NPS and Project Surveys results pages, so that we now offer a consistent set of options across all three.
The new options are:
- CSAT reviews with no comment
- NPS responses published on the website widget
- Project Survey responses published on the website widget
Here's the full list of options for filtering CSAT reviews by their comment status:
improved
Reporting
Automation
Edit Saved Reports + Include all responses
Overview
We’ve made two enhancements to reports that make them more convenient, based on partner feedback. It’s now possible to edit existing Saved Reports and update them, rather than having to delete and start again.
And you can now choose to include all responses in a report, not only those with comments.
Features
- Edit saved reports, make changes to any of the existing selections and options and then save the updates.
- Easily quit the editing mode and leave the Saved Report as it was.
- Select between no reviews, only reviews with comments, and all reviews.
Read more
Learn more in the ConnectWise University: Create Reports
new
improved
Marketing
Project surveys
Project Survey results in the Website Widget
You can now include select Project Survey comments in your embeddable website widget:
To activate this widget type, simply select it from the top of the Configuration Options in the Website Widget tool:
Then, toggle “Publish Comment” next to the feedback you want to show on your website:
These widgets give your customer testimonials more weight and credibility, allowing you to demonstrate transparency with real reviews from a third-party platform.
We also took the opportunity to streamline the widget creation process to provide more flexibility while making it simpler to use.
improved
CSAT
ConnectWise PSA
Create new ticket - now with review details
We have improved our "create new ticket" automation for ConnectWise PSA. The automation will now populate tickets with complete details from the SmileBack review, including the customer's comment. You will find the details in a note and under the "Initial Description" heading.
This provides context for your colleagues so they can take appropriate action and saves time by not having to switch from ConnectWise PSA to SmileBack to find this information.
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