Simplesat allows you to create a CSAT, CES or NPS survey that you can embed directly in Drip's email Campaigns.
Create your survey
First, create a new survey.
Customize the survey settings to your heart's desires. π Then, choose the External Email Embed option in the Publish tab.
Select Drip in the pop-up box.
Click the Generate Embed Code button. Make sure you're on the HTML option, then click Copy survey.
β
Drip email placeholders
These are automatically included when you generate a Drip survey embed code, but here they are just in case. π
Team Member Email |
|
Team Member ID |
|
Team Member First Name |
|
Team Member Last Name |
|
Customer Email |
|
Customer ID |
|
Customer First Name |
|
Customer Last Name |
|
Company Name |
|
Ticket ID |
|
Ticket Subject |
|
Add your survey to Drip Email Campaign
Open the Email template you will be using for your campaign and press Edit
Add Text Content from the Content Section
On the Formatting bar select the < > for the HTML source:
Paste the copied HTML code on the space provided:
Then your Survey is installed into your campaign
Try it out!
To Test this, we would suggest sending the campaign to yourself.β
Check your email and click any rating that you like. Once you do, new feedback should instantly show up in your Simplesat dashboard. π
If you run into any issues let us know and we'll be happy to help troubleshoot. π