Help Scout Integration

The Help Scout integration app for Commerce7 is owned and built by a 3rd party developer (Treefrog Digital). For questions regarding custom reports, setup, or support, please contact hello@treefrogdigital.com.

Functionality

The Help Scout integration offers a complete picture of your customer’s experience and data across platforms so you can provide top-notch customer service and support.

• Display up to 5 of the customer’s most recent orders.
• Access the customer’s phone number.
• Access the order details in a single click.
• View key metrics such as lifetime value, gross profit, current club membership, order count, and last order date.

Setup 

To get started with the Help Scout-Commerce7 integration, log in to Commerce7 and click on Apps from the main menu. Click on the Help Scout app, and a pop-up window will appear. 

On the Secret Key input box, type a maximum of 40 characters for the secret keyword. Please remember this password since it will be required at a later date.

Now you need to build your custom app on Help Scout following the next steps:

1. Log in to your Help Scout account as an administrator or account owner
2. Head to Manage > Apps in the navigation bar.

3. Click the Create button (on the top of the page).
4. Click the Create App button (on the left sidebar).

5. Complete the form using the following as a guide:

• App Name: Commerce7
• Callback URL: https://helpscoutapp.tfdapps.com/?tenantId={tenantId} 

In the example above, the tenant ID is treefrog-digital, the Callback URL would be: https://helpscoutapp.tfdapps.com/?tenantId={treefrog-digital} 

• Secret Key: enter the secret key you set up when installing the app
• Mailboxes: select the mailboxes where this app should appear.

6. Click the Save button.

Your app is now configured, and you will see the Commerce7 clients’ information on your Help Scout mailbox sidebar.