Showing articles from V2 tag

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 Cl…

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 1. status of customer subscription 2. net recurring revenue from the customer 3. …

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 help…

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 ne…

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…

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.** ![][1] 3. Click on **Ticket Preferenc…

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 explai…

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 Featur…

Pin Tickets 📌

HappyFox allows agents to pin tickets on the left pane to keep track of certain tickets and quickly access them without having to open them in multiple tabs. Also, this feature could be used to compare tickets in the Ticket list view against pending pinned tickets. **Watch a Feature Walkthrough 📽:** Agents can Pin t…

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 th…

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