Help Scout

View Help Scout customers' referral information right within Help Scout.

Connect to Help Scout

Step 1: In Program Editor > 4. Options > Integrations, click the Connect to Help Scout button.

Step 2: Once connected, GrowSurf shows two fields called "Callback URL" and "Secret Key". You will use them 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, when a GrowSurf participant has the same email address as a Help Scout customer, Help Scout shows their GrowSurf information.

Using GrowSurf in Help Scout

When you open a customer conversation in your Help Scout mailbox, you will see the GrowSurf participant's properties on the right-hand side.

Here are some examples of how to use the GrowSurf app within Help Scout:

• Have your support team end conversations by sharing the customer's 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 or affiliate program directly within Help Scout by viewing the participant's details such as their referrer information, and their total and monthly referral counts.