HappySignals Technical Onboarding

This page helps you or your customers find every essential onboarding and self-service article for Ticket-based, Service Portal, and Proactive IT Experience. Each step is clearly listed, accompanied by the article name and a direct link—just follow the flow, and you’ll always find the right instructions.

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1. Ticket-based Application (Service Experience)

• Things to consider before starting the implementation of HappySignals products

• HappySignals Ticket-based IT Experience Implementation Requirements for ITSM Systems

• How to install Ticket-Based IT Experience application in ServiceNow

• Key Fields in Data Mapping for Getting Value from HappySignals

• How to use Ticket-based IT Experience with custom tables
  

• How to test the integration between ITSM system and HappySignals in Ticket-based IT Experience?

• Install the HappySignals Surveys for Teams

After Go-live:

• How to use ready-made Agent Widgets in ServiceNow?

• Ticket Rating Widget for ServiceNow Portal

• What kind of access roles does the HappySignals application provide in

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2. Service Portal Measurement

• How to use HappySignals Portal Experience widgets to measure your Service Portal

• How to install and configure Portal Experience in ServiceNow

• How to test the HappySignals Portal IT Experience application

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3. Proactive IT Experience

• Install and configure Proactive IT Experience

• Adding Device Data to Proactive Surveys in HappySignals

• How to create proactive surveys

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4. General Support and Further Development

• Whitelisting HappySignals to prevent robot clicks

• Handling Skipped Records During HappySignals Application Updates

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Tip:
Bookmark this page or share it with your team—every onboarding and troubleshooting step is just one click away!