Integrating Surveys

Knowledge Level: 
Time: 20 minutes
Suggested Skills: Tessitura, SQL
Objective: This article outlines how to integrate surveys.
1

Install the mail2 Tessitura Integrated Surveys package

This is a single script and installs the database objects needed to drive the survey integration. The script will automatically register two survey procedures in TR_LOCAL_PROCEDURE and output the IDs that need to be sent to mail2 in the next step. Please email mail2@lynch2.com to request the most current version of the install/update script.

2

Send an email with the ids of the two procedures registered in Step 1 to mail2@lynch2.com

We can then complete the integration and turn on survey communications from your dashboard. 

3

Enable the mail2 Surveys Custom Screen

In TR_CUSTOM_TAB, make an entry that mirrors your mail2 custom screen. Change the d_object field URL so that it references: https://dashboard.mail2app.lynch2.com/mail2_survey_custom_screen?altKey=[youraltkeyhere]&customer_no=<<key>> The altKey is the same as the altKey in your mail2 preferences custom screen.

4

Ensure Security is Set Correctly

If you need to use a different security object, ensure it is updated and set properly in the Tessitura security application.

After we have enabled surveys for your dashboard, you can begin testing.

Still need help? Contact Us Contact Us