Configure Clearbit Integration with HappyFox
Clearbit is a SaaS tool that allows you to lookup essential customer information for targeted sales and marketing. Details about the customer’s organization, location, link to customer’s social media profiles etc., can be fetched. Clearbit integration with HappyFox allows your agents to access customer details from C…
Configure FullContact Integration with HappyFox
FullContact is a contact management platform that provides access to consolidated customer profiles for targeted communication. Additional information about your HappyFox contacts from FullContact; including their location, organization, title, social media profiles and more are automatically shown to your agents hel…
Configure Chargify Integration with HappyFox
Chargify is a subscription billing software service that offers recurring billing and subscription management. With Chargify integration, your HappyFox agents can view details about your customer’s subscriptions right within HappyFox. These details are displayed on tickets created by the customer and while creating n…
Ticket Update View Order Preference
HappyFox provides you an option to set your preferred order of Ticket Updates. Whether you'd like to view the most recent update on top or the oldest one first. To set this preferred view order: 1. Click on the Avatar icon on the top right corner. 2. Click on My Settings. 3. Click on Ticket Preferences. 4…
Configure Delighted Integration With HappyFox
Delighted is a survey platform that helps you gather NPS/CSAT/CES/5-Star-Rating scores from your customers. Delighted allows you to monitor customer sentiments, survey trends and also correlate and compare information from various customer segments. Delighted integration allows your HappyFox agents to view survey sco…
Configure Magento 2 Integration With HappyFox
Magento is an open-source E-Commerce platform designed to help retailers create unique, differentiated branded experiences for their online stores. Magento 2 is the re-envisioned version of Magento with a brand new user-interface, improved features built using a different architecture. Note: This article explains t…
Configure Baremetrics Integration with HappyFox
Baremetrics is a subscription analytics platform that lets you monitor information about your customer’s MRR, subscription information and more. Integrating Baremetrics with HappyFox enables your agents to view details about the * status of customer subscription * net recurring revenue from the customer * month…
Preview Tickets
The HappyFox V2 has incorporated a new Quick Preview feature. It allows users to preview the content of a ticket without actually opening it up along. You can also perform ticket level operations like adding a reply/private note, hence including the functionality that the ticket reply box offers. Watch a Feature …
How to add an agent reply without notifying the customer
HappyFox allows adding an update to a ticket, without sending the update in an email notification to the customer. In other words, the Reply Notification template will be disabled just for the update that you choose to. This is useful when you want to * Close Tickets just by adding an Internal Note * To get rid of…
Clone tickets
The Clone option can be used at several instances, for example * When a Private Ticket needs to be converted to a Regular Ticket. * The same ticket needs to be created for different contacts. * To just replicate the ticket details for your own varied requirements. Please note: Only the initial message from the or…
