With market-leading integration into Freshdesk, Opinyin is a survey solution whose patented AI reads all your customer satisfaction feedback, so you don't have to! • Opinyin's AI reads all your free text feedback and automatically highlights customer pain and pleasure points. Opinyin also provides unique Comparative Linguistic Analysis Scores™ based on how your customers say they feel, letting you quickly see past those sometimes-unfair given scores. • You get a real-time snapshot of both given and linguistic analysis scores as well as trends over any date period. A full list of ticket linked responses, and a powerful topic explorer with AI-driven meaning filters, quickly gets you to the reasons for your scores. • You can send an unlimited number of invites to fully branded, web-based Surveys with any number of linked industry-standard satisfaction measurement questions (NPS®, CES, CSAT). • It's all in Freshdesk; you and your customer's personally identifiable information never has to leave your Freshdesk domain. Either optionally, when inserted in a message by an Agent, or automatically, when a ticket is closed using custom canned responses for each group, the Opinyin App sends out Survey Invites directly from your Freshdesk domain. Your customers get to quickly tell you about what's important to them in a simple and conversational style that borrows much from social media engagement techniques and is proven to get response rates with highly valuable free-text feedback, well above industry standard benchmarks. Every response is attached to the related ticket in Freshdesk as well as inserted into the ticket history and can automatically reopen closed tickets on negative feedback. Also, responses can be filtered by pain and pleasure points to see key topics of interest quickly. Full access to a dedicated admin portal provides custom survey creation as well as account management at an unmatched monthly or annual subscription price. INSTALL THE OPINYIN APP NOW AND TRY IT FREE FOR 21-DAYS NPS is a registered trademark of Bain & Company, Inc., Satmetrix Systems, Inc., and Fred Reichheld.

Please go through the instructions carefully as you need to configure the App on both Freshdesk and Opinyin. Step 1 – Opinyin Account Creation: 1. Go to www.opinyin.com/register to register for your Opinyin Account. There is a free 21-day trial, and you will not be asked for card details until you chose to continue using Opinyin. 2. You will get an email asking you to verify your email address. Check your spam folder if it does not arrive. 3. Verify your email address and login. 4. The Opinyin portal will guide you in creating your first Survey where you will be able to set up a single or multi-question Survey using industry-standard NPS®, CES, and CSAT templates. 5. On the Opinyin menu sidebar, click Settings > Integrations in the Opinyin menu sidebar and make a note of your API key. You will need it for the Freshdesk Configuration. Step 2 – Freshdesk Configuration Pre-requisites: 1. Your Opinyin API key (obtained from your Opinyin Account – see above). 2. At least one Opinyin Survey created in the Opinyin Survey Admin Portal. 3. Your Freshdesk subdomain name. This is the first part of your Freshdesk web address - the 'yourcompany' in yourcompany.freshdesk.com. 4. Your Freshdesk API key. Obtain this from the Profile Settings page. Please note that you should be an administrator on Freshdesk. 5. Revamped Ticket Fields enabled in your Freshdesk account. If not, a warning is displayed when you install the Opinyin Surveys App. Contact Freshdesk support who will enable this feature for you. 6. At least one Canned Response in a folder that Agents can access. It should be the Survey invite message to send to the customer when a ticket is closed. Insert the following tag [opinyin-survey-link] in square brackets in the canned response place where you want to insert the hyperlink to the Opinyin Web survey widget precisely as shown. You can create as many canned responses as you want if you would like different text for different Groups. Additionally, you can create a Canned Response with a Survey link that Agents can manually insert into a reply. Please note that due to platform limitations, we only support the following placeholders in Canned Responses used for survey invites: • {{ticket.requester.firstname}} • {{ticket.requester.lastname}} • {{ticket.requester.name}} • {{ticket.subject}} • {{ticket.id}} • {{ticket.agent.name}} • {{ticket.group.name}} • {{ticket.agent.email}} Assigning Surveys to Groups: 1. Click install, and the admin page is displayed. 2. Enter your Freshdesk domain, Freshdesk API key, and your Opinyin API key and click Continue. 3. If you have entered these correctly, you will see a message saying 'fetching details'. The App is getting details of the surveys you have configured on the Opinyin Server. The configuration options will then appear. If you have entered anything incorrectly, you will get an error message to help you. 4. Select the folder in which you have created your Survey invite Canned Response. 5. In the table, select a Freshdesk Group from the dropdown in the first column. 6. In the next column, select the Opinyin Survey you want to assign to the Group in the previous column. 7. Select the Canned Response used when a ticket is closed for the selected Group in the next column. 8. Select a Canned Response you would like to provide for Agents to insert manually into a reply. If you do not wish to offer a Canned Response, you can choose the <insert survey link> option, which will insert just the Call to Action text specified in the next step as a hyperlink. 7. Enter the Call to Action text you would like to insert in a survey invite as a hyperlink to the appropriate Survey. It will replace the tag mentioned previously in the Canned Response, or if Agents have the option to insert the link in a message, then it will appear where they place the cursor as a hyperlink to the Survey. 8. Choose from the final dropdown what type of responses you would like to reopen a ticket automatically. When the ticket is reopened, it will also have a tag added to it automatically based on the type of feedback received i.e. 'negative feedback' 9. Click the + button if you want to add another group and repeat the process above. Step 3 – App Configuration Choose when and how often to send Surveys: • Minimum Period Between Surveys: This allows you to set how often you survey the same requester. This type of setting is usually called Survey throttling. It is essential as customers find over surveying annoying, and it will reduce response rates. Typically 30 days is a good setting; however, this will depend on the nature of your business. Opinyin can advise on this. • Survey Send Event: Decide if you only want to send Survey invites when a ticket is closed, when the Agent inserts a survey in the ticket reply editor using the Opinyin toolbar button , or both. • Delay Send: It is essential to judge the best engagement time for your requesters to get the best response rates. This lets you set how long the system will wait after a ticket is resolved/closed before it sends the Survey Invite email. If a ticket is reopened by the Agent or by a Freshdesk Automation before the scheduled send time, the Survey Invite email will not be sent if the ticket status is not closed or resolved at the time it was originally scheduled to be sent. • Send When Reopened Ticket Closed: Lets you decide if you want to send Survey invites for reopened tickets. It is an important consideration to avoid over surveying. However, the minimum period between Surveys will override this, which means even if a ticket is reopened and closed again, the requester will not receive another Survey invite within the Minimum Period Between Surveys. Email configuration setting: • Email Config: This lets you assign which mailbox you would like to be used to send out Survey invite emails. We recommend that you consider using your standard support mailbox in case of a requester replying directly to the Survey invite email with an issue. • Survey Invite Email Subject Line: This allows you to define the text you would like requesters to see in the subject line of the Survey invite email. The text ' - Related Ticket: [ID] ' where [ID] will be the originating ticket number, will always be appended to this. • Default Group for Survey Emails: By default, Freshdesk creates a new ticket for every outbound email. The status of the ticket created is closed, and the group allocation will be the same as the originating ticket. However, this option allows you to assign a specific group for all the Survey Invite tickets, which can avoid confusion and clutter in the ticket views as well as the reporting. • Send System Notifications To: This is the person who is emailed if there are any issues preventing the App from sending surveys. Typically this is the email address of the person who manages your Freshdesk account. Permissions for users: • Permission To Exclude Responses: This lets you decide which roles have permission to exclude responses from the Opinyin data in Freshdesk. The exclusion feature provides the ability to remove spam Survey responses from the analysis. Once excluded, only Opinyin support can reinstate them, so use this feature with caution. • Override Agent View Restriction: By default, Agents can only see survey response data for themselves. Selecting this option will override this and allow them to see survey response data for all agents in their assigned groups. Exclude specific tickets and contacts from automatically generating survey invite emails when tickets are closed: • Ignore Surveys (Tickets): This allows you to specify a custom tick box on your ticket form, which, if ticked, will prevent the sending of a Survey invite when the ticket is closed. • Ignore Surveys (Contacts): This allows you to specify a custom tick box on your contact form, which, if ticked, will prevent the sending of a Survey invite to that Contact at any time. • Ignore Ticket Types: If a ticket is set to a type matching that which included in this configuration, a survey invite will not be sent out when the ticket is closed. Step 4 – Using Opinyin in Freshdesk Opinyin will work seamlessly in Freshdesk. If you have configured it, it will send a survey invite email when a ticket is closed. The process within Freshdesk will create a new ticket assigned to the user whose API key you used during setup. It will create a ticket with a subject relating it to the original ticket, with a type' Opinyin Survey', assigned to a specific Group if configured, and tagged as 'opinyin-survey', so that you may filter these out if you do not wish to see them in views or reports. Alternatively if configured, Agents can insert Canned Responses with Survey links in a reply, or wherever they place the cursor in a ticket reply, just the Call to Action text as a hyperlink to the Survey, by clicking the Opinyin Surveys icon on the toolbar at the very bottom of the Reply Editor. Unlike invites sent out automatically on ticket close, this email is sent from the Agent and remains with the original ticket. The Opinyin Surveys icon on the sidebar menu provides access to both real-time and historical survey data. You can filter the data by date range as well as by customer, Group, or Agent. The App fully respects Freshdesk Group and Role assignments so Agents will only be allowed to see data subject to their assigned permissions. Reports include: • Snapshot of your given scores and Opinyin's unique AI-powered Comparative Linguistic Analysis Scores (CLAS)™ over the selected period. • AI-powered pleasure and pain points as well as a list of the response you can filter by score. • Topic explorer with AI-driven linguistic analysis filters to discover the reasons for your scores. • Daily and 30-day rolling score trends. For more information on use and configuration as well as FAQs please visit: https://support.opinyin.com Please note that Opinyin Surveys does not support Internet Explorer 11 or earlier.