Skip to content

Connectwise Surveys - Customizing your Preferences

← Connectwise - Survey Tool
Last Updated: April 2023

This is the first step in customizing your BizRatings survey tool.  

Once you've updated the Survey Sync/Sending Preferences as indicated below, proceed to:
Step 2. Customizing your Survey Template (if you have Connectwise integration) or Standard Survey Sending (if you do not have Connectwise or Webhook Integration)
Step 3. Email Template Settings - customize to complete your survey tool setup. 
  • Sign into your BizRatings account 
  • Locate and expand your Company Listing
  • Connected Apps > My Integration> Settings > Survey Sync/Send Preferences

Survey Sync and Sending Preferences


How would you like to sync tickets?


Automatic - BizRatings' integration syncs to pull any tickets with the status of "BizRatings"  by deafult.  (BizRatings clients may request a different status to be synched, just contact our Support Team for more information). This occurs once every hour.

Manual - You can sync tickets at any time by clicking a button in your ticket queue

Recommendation - Automatic

 How would you like to send surveys?

Automatic - Once the ticket is synced in your queue, BizRatings associates a specific survey to it ands send it to the client. Depending on your preferences, we will either send every ticket for an individual contact OR the most recent ticket. This is to act as a spam prevention mechanism.            

Manual - Once the ticket is synced into your queue, you have the ability to check off the tickets for which you prefer a survey to be sent out. After selecting your tickets, click the Add Selected button to attach a survey and then click Send Survey

Recommendation - Automatically  

Send survey reminders automatically after: 

Select the proper number of days that you wish to send a survey reminder. These reminders are ONLY for the surveys that have not received a response. If you wish to prevent survey reminders, please select the option Never

Recommendation - 1 Day

How often would you like to send surveys to the same contact?

Select the proper frequency of surveys that should be sent to a single contact. This option is to act as a spam prevention mechanism for your clients. If you wish to send a survey for every ticket that is synced for that individual, please select Unlimited from the dropdown list

 Recommendation - Unlimited or Once a Day (depends on your clients)