Step 1 - Log In to BrightGauge
Please log in to your BrightGauge account. If you have not created an account yet, go here to get started.
If you are logged in with a New Account:
From the account Overview page, click on the "Add a Datasource" button:
If you are logged in with an Existing Account:
Click on the "Data" menu at the top righthand corner of the screen, and select "Datasources" from the drop down menu:
Find the BizRatings datasource under "All" or under the "CSAT" category:
Step 2 - Connect to the BizRatings Datasource
After selecting the BizRatings datasource, you will be taken to a page where you can enter your Client ID and Client Secret.
To obtain your Client ID and Client Secret, you will need to reach out to your contact at BizRatings so that they can provide you with API credentials.
Go ahead and give this datasource a name. "BizRatings" is pretty catchy.
Step 3 - Test Connection and Save
Lastly, be sure to test and save the connection. If any errors arise with the test, please confirm the BizRatings account you used to log in has the correct credentials, and feel free to reach out to BrightGauge support with any questions.
Dashboards, reports, datasets, and gauges will be added to your account after the datasource is saved. They will start syncing immediately and typically complete syncing after 20-30 minutes.
Default Resources
BrightGauge provides the following dashboards, reports, and datasets for the BizRatings datasource.
For a list of default gauges, select GAUGES from the top menu bar in BrightGauge.
Default Dashboards
To locate your dashboards, select DASHBOARDS from the top menu bar. Then, click the dashboard name to open the dashboard selection menu.
- BizRatings - Quarterly Overview
- BizRatings - Response Overview
Default Reports
To locate your reports, select REPORTS from the top menu bar.
- BizRatings - Response Overview
Default Datasets
To locate your datasets, navigate to DATA > Datasets.
Client Responses | Provides client satisfaction responses aggregated by month over a two year period. |
Employee EResponses | Provides EResponse scores per member aggregated by month over a two year period. |
MultiSite Responses | Provides combined ticket responses across multiple company locations/sites over a two-year period. |
Quarterly Responses | Provides quarterly profitability statistics per client. |
Quarterly Responses Summary | Provides a summary of quarterly profitability statistics per client. |
Responses | Provides responses from ticket reviews over a two-year period. |
Score Per Tech | Separates each tech into their own row to be able to average the score per tech in a leaderboard or other aggregated gauge. |
Summaries | Provides response scores aggregated by month over a two year period. |
If you have any questions, please contact Support by selecting Help > Open a Ticket from the top menu bar.
Comments
0 comments