Simplesat allows you to create a CSAT, CES, or NPS survey that you can embed directly in Freshsales email notifications.
Create your survey
First, create a new survey.
Customize the survey settings to your heart's desires. 😁 Then, choose the external email embed option in the publish tab.
Select Freshsales in the pop-up box.
Click the Generate Embed Code button. Make sure you're on the Visual option, then click Copy survey.
Freshsales email placeholders
These are automatically included when you generate a Freshsales survey, but here they are just in case. 😉
Team Member Email | {{user.email}} |
Team Member ID |
|
Team Member First Name | {{user.name}} |
Team Member Last Name |
|
Customer Email | {{contact.email}} |
Customer ID | {{contact.id}} |
Customer First Name | {{contact.first_name}} |
Customer Last Name | {{contact.last_name}} |
Company Name | {{contact.account_name}} |
Ticket ID | {{deal.id}} |
Ticket Subject |
|
Custom survey placeholders
Territory | {{deal.territory}} |
Source | {{deal.lead_source}} |
Type | {{deal.deal_type}} |
Value | {{deal.amount}} |
Campaign | {{deal.campaign}} |
Add your survey to Freshsales Email Notifications
Head over to your Freshsales account, and navigate to the Admin (gear icon) > Channels > Email Templates.
Create a new email template or open an existing one.
Paste the survey that you copied at the bottom of the message. Click Save, and you're done!
Try it out!
Create a test deal with yourself as the requester. Check your email and click any rating that you like. Once you do, new feedback should instantly show up in your Simplesat dashboard. 🎊
If you run into any issues let us know and we'll be happy to help troubleshoot. 🙌