Skip to content
Submit a request
  • There are no suggestions because the search field is empty.

HappySignals Onboarding Support

A path through onboarding, from your first look at the platform to running it as business as usual — with the resources for each step gathered in one place. Work through it at your own pace; your Customer Success Team is there if you need a hand.

 

1. Get started

The non-technical track. Before any configuration begins, confirm your objectives, understand what the onboarding process looks like, and get the right people briefed.

  1. Start Here: How Is HappySignals Taken Into Use? — ARTICLE
    The orientation page — what happens first, and in what order.

  2. What Does the HappySignals Onboarding Look Like? — ARTICLE
    A walkthrough of the full onboarding journey and its key milestones.

  3. Customer Success Video Series — VIDEO
    Short videos introducing how HappySignals' Customer Success team works with you.

  4. Before Starting: Basics, People, Environments — ARTICLE
    What to have ready before implementation begins.

2. Make the first definitions, plan communications

Team up with the technical team to make sure everyone knows what to do and how to make the configurations.

  1. Starting the Setup Phase: What, How, Who? — ARTICLE
    The meetings you'll need during setup, and who from your side should be in the room.

  2. Key Fields in Data Mapping for Getting Value from HappySignals — ARTICLE
    Written for your technical team, but the decisions it covers — what to segment by, what to benchmark — are business calls. Worth a joint read.

  3. Modify the Resolution Emails to Get Better Response Rates — ARTICLE
    You may be surprised how much the subject and content of the resolution email will affect the response rate.

  4. HappySignals Enablement Guide 2026 — DECK
    A downloadable slide deck covering non-technical enablement essentials, like communication to employees and improving response rates.

  5. How Should Service Desk Agents Be Briefed? — ARTICLE
    What your Service Desk needs to know before feedback starts arriving.

3. Installation, configuration & testing

The technical track. Your admin team connects HappySignals to your ITSM tool, configures it, and verifies everything is working before go-live.

4. Understand the platform

As soon as you get data in a test environment or in production — this is where you learn to read what HappySignals is showing you.

  • Getting Started with HappySignals — COMPREHENSIVE
    The full platform primer: Dashboard, Measure, Experience, Hotspots, Feedback, Benchmarks, and more, all linked from this one article.

5. Our continuous support

HappySignals actively helps you get value from your data — plus the wider context of experience management, for when you want the “why” behind the platform.

  1. Q&A Session —
    Checking in after Go-Live to see if everything is working and the data you are getting looks good. Answering your first "how do I?" questions. More details to follow.

  2. ITXM Foundation Course — LEARNING
    An introductory course on IT Experience Management as a discipline.

  3. The ITXM Framework — LEARNING
    The framework behind HappySignals' approach to experience management.

  4. Global IT Experience Benchmark 2026 — LEARNING
    How your results compare against industry-wide benchmark data.

  5. ITXM Best Practices Library — LEARNING
    A library of best practices for running experience management well.

  6. The Analysis Workshop — ARTICLE
    How to turn HappySignals data into decisions — onboarding's closing workshop.

5. After onboarding — business as usual

Even though the onboarding phase ends, the relationship continues. This is what ongoing use of HappySignals looks like.

  1. Customer Success Management — 
    You will always have someone to turn to, with technical and generic questions. More details to follow.

  2. Release Notes — ARTICLE
    What's new in the platform, updated regularly.

  3. Activating Inactive Measurement Areas — ARTICLE
    How to expand measurement as your rollout grows.

  4. Ask — Conversational AI — AI
    HappySignals' AI-powered Experience Advisor — explore your data in natural language.