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Drip integrations

Add a Simplesat survey to your Drip emails so readers can rate right from the email.

Customers click a rating in your Drip email, and the response lands in Simplesat with the customer and team member already filled in. Drip supplies both when it sends: the recipient becomes the customer, and the sender becomes the team member.

There's nothing to connect. You generate the survey code in Simplesat and paste it into a Drip email.

Before you start

You can send surveys from Drip on every Simplesat plan.

Send surveys from Drip

Start by getting the code from Simplesat:

  1. Create or open the survey and choose External email embed.

  2. Under Choose where to add your survey, choose Drip.

  3. Click Generate embed code.

  4. Choose HTML and click Copy survey.

Then add it to a Drip email. The survey works in a Single Email Campaign, an Email Series email or an Automation email. If the email uses the Visual Builder:

  1. Add a Text element where you want the survey, and click into its text box.

  2. Click the Source Code button (<>).

  3. Paste the code into the editor that opens and click OK.

The Text Builder works the same way, through the Source button (< >) in its text editor. For Custom HTML, paste the code wherever the survey should go.

Before the email goes out, send yourself a test:

  1. In the email's preview, under Preview as, choose a person whose email is yours. Drip only fills in the placeholders in a test email when someone is chosen here.

  2. Click Send a test, open the test email, and click a rating.

The response shows up in Simplesat with the person you chose as the customer.

When Drip sends the email, it fills in these placeholders in every rating link:

What the link carries

Drip placeholder

Customer email

{{ subscriber.email }}

Customer first name

{{ subscriber.first_name }}

Customer last name

{{ subscriber.last_name }}

Team member email

{{ from_email }}

Team member first name

{{ from_name }}

Ticket subject

{{ email.subject }}

If a person's Drip profile has no first or last name, their response comes in without it.

Heads up: The code in your Drip email is a copy and doesn't change when the survey does. After you change the survey's metric question, its rating choices, icons or labels, generate the code again and replace it in Drip. External email embed lists which changes need new code.

To see how placeholders work in every tool, read Placeholders and merge fields.

Troubleshooting

My test response from Drip came in without the right customer

Drip only fills in the placeholders in a test email when a person is chosen under Preview as. Without one, the rating links don't carry anyone's email, so the response can't show who rated. Under Preview as, choose a person whose email is yours, send the test again, and click a rating in the new email.

My Drip email still shows the old survey after I changed it

The code in a Drip email is a copy, and changing the survey doesn't touch it. Generate the code again in Simplesat and replace it in the email. Emails that already went out keep the old survey.

FAQ

Do I need to connect Drip to Simplesat?

No. There's no Drip integration to connect. The survey works from the code in the email.

Can I use the survey in a Drip automation?

Yes. The code works in any Drip email: a Single Email Campaign, an Email Series email or an Automation email.

Can a customer rate more than once?

Yes. Drip emails carry no ticket ID, so each click on a rating is a new response.

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