Connecting to BizRatings

 

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:

choosingdatasource.gif

 

Find the BizRatings datasource under "All" or under the "CSAT" category:

Screen_Recording_2018-12-21_at_02.45_PM.gif

 

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. 

Image_2018-12-21_at_2.48.11_PM.png

 

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.

Image_2018-12-21_at_2.50.02_PM.png

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.

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments