SmartSurv Training
FR

Using the Connections page

6 min Super operators

How a connection card works: its status, where each value comes from, saving with your password, and the addresses to paste into a provider’s dashboard.

What you will learn

  • Read a card’s status
  • Change and save a value safely
  • Know why your password is asked
  • Copy the addresses a provider needs
The Connections page: one card per connectionSmartSurvRESEARCHOverviewSurveysSimulatorWhatsApp templatesCallsPANELRespondentsRecruitmentRewardsFraudMONEYPayoutsWallet & billingPartnersBILLINGBillingBilling adminBUSINESSEconomicsAnalyticsSETTINGSTeamDevelopersPrivacyCountriesConnectionsSystemConnectionsWhatsApp Cloud APIPayoutsClient checkoutEmailCall core (phone and AI)Carrier lookup
A simplified drawing of the screen. Your screen may look slightly different.

Step by step

  1. Open left menu Settings → Connections (app.smartsurvafrica.com/settings/connections, super operators only).
  2. Each card has a title, what it is for, small tags saying what uses it, and a status: Not set up, Test mode, Connected or Live, or Test failed.
  3. Each field says where its value comes from: Set here (saved on this page), From the server (set up by SmartSurv’s technical team) or Built-in default.
  4. Saved secret values are never shown again. You only see that one is set. To change one, press Replace and paste the new value.
  5. To go back to the value from the server, press Use the server’s value. To clear a value saved here, press Remove. Undo cancels an unsaved change.
  6. Rarely needed provider addresses sit under Advanced: provider addresses. Change them only if the provider gave you different ones.
  7. Press Save changes. In Confirm with your password, type Your password and confirm.
  8. Under Paste in the provider’s dashboard, copy the addresses the provider asks for (the copy buttons help). Where an address contains a placeholder for the callback secret, replace it with the secret you set.

Why the password is asked again

Connections hold the keys to SmartSurv’s outside accounts: the ones that send messages and pay money. Asking for your password again means nobody can change them from a screen you left open. Every change is recorded with who made it and which fields changed (never the values).

What you will see

  • Changes take effect within a few seconds. Nothing needs restarting.
  • A note about encryption before going live, if SmartSurv’s technical team still has a step to do: pass it on to them.

Check yourself

Pick an answer for each question, then press Check my answers. Nothing is saved or sent.

1 A field says “From the server”. What does it mean?
2 Why does Save changes ask for your password?