Getting Onboard - make the most from HappySignals
A set of resources for your team, from first login through your first Analysis Workshop -- to successful Life with HappySignals.
This page covers what's included in every HappySignals package, plus two short sections at the end with what's additionally available if you're on Deliver or Drive.
Check these first!
Read or watch these before and during your first weeks with HappySignals.
🧭 Getting Started with HappySignals A 5-minute tour of the platform's five sections: Dashboard, Measure, Share, Identify, and Improve.
🎥 Platform in a Nutshell (video) A short walkthrough of how HappySignals works.
🗺️ What Onboarding Looks Like What to expect from go-live through your first Analysis Workshop.
🎬 Customer Success Video Series Short videos on the basics of customer onboarding and platform features.
🎓 ITXM Foundation Course A free, roughly one-hour certified course in the IT Experience Management framework.
🧩 The ITXM Framework The Measure, Share, Identify, Improve model the whole platform is built around.
📣 Briefing the Service Desk What to tell your service desk agents before go-live.
✉️ Experience Management -- Communicating to Employees How to introduce HappySignals to the people who'll be giving feedback and increase response rates and adoption.
During the onboarding phase, and later
For once you've got live data coming in, these will help you to find valuable insights.
🔍 Using the Experience Page Drill into Happiness and Lost Time to find where to focus next.
💬 Reading Feedback Filter and tag open-text comments from your end users.
📐 Benchmarks Compare your results to the Global and Country benchmarks.
🌍 Global IT Experience Benchmark 2026 See how your results compare to enterprise IT globally.
📹 Product Training Sessions Recorded sessions on some of the major feature releases.
📚 ITXM Best Practices Library Practices contributed by other HappySignals customers.
📊 The Analysis Workshop What the session covers, and who from your team should be in the room.
🆕 Release Notes What's changed in the platform, release by release.
⚙️ Activating Measurement Areas Turn on the parts of IT you haven't started measuring yet.
If you have Deliver subscription, these are important, too
On top of everything above, Deliver gives you branding, reporting, live screens, and target setting. Here's where to start with each.
🎨 Surveys Branding Guide Add your own look and feel to the survey emails.
📄 Creating Reports Build and save reports to share outside the platform.
📺 Live Screens Show real-time results on an office screen.
🏁 Setting Targets Set Happiness and Lost Time targets for the areas you care about.
📬 Improving Response Rates Practical ways to lift response rates, starting with email design.
If you have Drive subscription, these are important, too
Drive includes everything in Deliver above, plus Objectives, XLAs, Improvement Initiatives, Hotspots, and Ask HappySignals.
🌡️ Hotspots Heat-map your data to expose gaps you'd otherwise miss.
🚀 Initiatives & XLAs Turn an insight into a tracked improvement project or an XLA.
🎯 Setting Objectives Give your teams a shared, visible focus.
🤖 Ask HappySignals Included in Drive — ask questions of your data in plain language.
Talk to other ITXM teams
🤝 HUG — the HappySignals User Group — is where customers compare notes, share what's worked, and shape what's next. It's included regardless of package.
Built from HappySignals' public support and learning resources. Ask your Customer Success Manager if a link looks out of date.