Changelog

Follow up on the latest improvements and updates.

RSS

new

NPS

CSAT

Integration

SmileBack-Sidekick Integration

SmileBack is available in Sidekick!
Shared users can quickly and easily access SmileBack client sentiment data in the Sidekick MS Teams bot. User will be able to resolve issues faster and improve client experience by having key client context at-hand while working service tickets, all through a single MS Teams interface.
  • You can dynamically view Customer Satisfaction (CSAT) data for company and contact on a service ticket
  • You can dynamically view Net Promoter Score (NPS) data for company and contact on a service ticket

new

Reporting

Project surveys

Export Projects Surveys data via .CSV

You can now quickly and easily export your Project Surveys responses data as a .CSV download.
You can also apply fliters to Projects Surveys responses and download the resulting view as a .CSV export. SB_project surveys export_screen

new

CSAT

ConnectWise PSA

Automation

CSAT "Group" Segments + Automations

"Group" values from ConnectWise PSA are now associated with CSAT reviews in SmileBack, enabling you to leverage groups to filter CSAT results and set more granular automations.
  • You have the ability to associate CW PSA Group values with CSAT reviews
  • You have the ability to view Group values in CSAT review details
  • You have the ability to filter CSAT reviews by Group values
  • You have the ability to create automations based on Group values
Ensure the integrity of your customer satisfaction results by exporting a batch list of all CSAT reviews where the rating was changed by an internal user.
This new feature is available on the CSAT Reviews screen, as an enhancement to the existing .csv export functionality.

new

Integration

Project surveys

Project Surveys data in BrightGauge

We've extended our integration with BrightGauge to include Project Surveys.
BrightGauge and SmileBack users can now add SmileBack Project Surveys as a data source in BrightGauge, in addition to the existing capabilities for CSAT and NPS.
Users can create gauges, reports and visualizations from survey key metrics and individual survey responses, gaining new insights into client sentiment, improving operational efficiency and more.
SB-BG_project surveys_screen

new

NPS

CSAT

Project surveys

Hide old agent/board/company names

You can now hide the names of Companies, Agents & Boards from your filter, automation and report menus in SmileBack.
This allows you to clean up your SmileBack interface by hiding values you no longer need (i.e. ex-clients, boards that were renamed) without removing that data from the reviews history. The hidden names are still present in the review details.
You can also view the hidden names and unhide them if you need to bring them back for any reason.
Data Manager Example
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.
Market and Territory

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.
Custom Domain SWIT

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/
image

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!
image
image
Load More