Simplesat allows you to create a CSAT or NPS survey that you can embed directly in Connectwise's email notification templates.

ConnectWise sends service ticket email notifications through different status types. For example, In Progress, Closed, etc. You can learn more about editing ConnectWise HTML emails here. 📚 

Create your survey

First, create a new survey.

Customize the survey settings, then choose the Integrate with another tool option in the Publish section and select ConnectWise in the pop-up box.

Click the Generate embed code button. Make sure you're on the HTML option, then click Copy survey.

ConnectWise email placeholders

These are automatically included when you generate an ConnectWise survey embed code, the here they are just in case. 😉

  • Team Member Email - NA

  • Team Member ID - [memberid]

  • Team Member First Name - [memberfirstname]

  • Team Member Last Name - [memberlastname]

  • Customer Email - [contactemail]

  • Customer ID - [contactrecordid]

  • Customer First Name - [contactfirstname]

  • Customer Last Name - [contactlastname]

  • Company Name - [companyname]

  • Ticket ID - [srnumber]

  • Ticket Subject - [srsummary]

Add your survey to ConnectWise

In your ConnectWise account, navigate to System > Setup Tables > Service Board List > Service Board > Statuses.

In the Service Board List section, choose the board you'd like to add a survey to. Once you do, click the Statuses tab and choose the ticket status that should include your survey. In most cases this will be Closed (resolved).

Find the Email Template Setup section, click Source to toggle HTML view, and paste your embed code where you'd like the survey to appear. 

After you paste the code, click the Source button again to toggle back to rich text view and confirm the survey looks okay. Save your status.

Try it out!

Create a test ticket 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. 🙌 

See also:

📖 Integrate Simplesat surveys with ConnectWise
📖 Importing and syncing ConnectWise contacts
📖 Sending Simplesat ratings back to ConnectWise custom fields
📖 Create a ConnectWise API Member
📖 Creating a custom security role for ConnectWise members
📖 Team member mapping with ConnectWise members

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