Step 1: In Campaign Editor > 4. Options > Integrations, click the Connect to Help Scout button.
Step 2: Once connected, you should now see two fields called "Callback URL" and "Secret Key" that will be used later in Step 6.
Step 3: Log into your Help Scout account and navigate to Manage > Apps.
Step 4: Scroll to the bottom of the page and click Build a Custom App.
Step 5: Click on the Create App button on the left-hand side.
Step 6: For App Name type "GrowSurf", and for Content Type select "Dynamic Content". From Step 2 above, copy and paste the Callback URL and Secret Key values into their respective fields. Lastly, check the Help Scout mailbox where you want the GrowSurf app displayed.
You should now see a screen that looks like the one below:
Step 7: Click the Save button. Now, anytime you have a GrowSurf participant who has the same email address of a Help Scout customer, their GrowSurf information will be displayed directly within Help Scout.
When you open up a customer ticket in your Help Scout mailbox, you will see the GrowSurf participant's properties being displayed on the right-hand side.
Here are some examples of how to use the GrowSurf app within Help Scout:
Implement a formal protocol with your support team to end Help Scout conversations by providing your customers with their GrowSurf Share URL. An example canned response could be the following:
"Thank you for contacting us today! Please let me know if you have any further questions. If you're enjoying your experience with us, we are running a referral program where you and a friend can both receive $50. Here is your unique link that you can directly share: https://yoursite.com?grsfb=abc123
Troubleshoot issues related to your GrowSurf referral program directly within Help Scout by viewing the participant's details such as their referrer information, and their total and monthly referral counts.