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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. Getting 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 — including your Service Desk.

  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.

  5. Setup Phase Meetings: Who Should Participate? — ARTICLE
    The meetings you'll need during setup, and who from your side should be in the room.

  6. 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.

  7. HappySignals Enablement Guide 2026 — DECK
    A downloadable slide deck covering enablement essentials.

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

2. 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.

3. Understand the platform

After go-live — or already, in a test environment — 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.

4. 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.