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.

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. 

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.

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.