In Autotask, email notifications are associated with events. After you generate your embed code in SimpleSat, you can paste the code into the event your clients get after you solve a service ticket.

Generating your embed code

To get your Autotask embed code, create a new embeddable survey and choose Autotask as your helpdesk.

You can find the code in the Embed Code tab of the survey creation process. Select and copy the code and prepare to add to Autotask.

Adding to Autotask

In your Autotask account, navigate to Admin > Notification Templates. Then choose the Service Desk tab.

Find and edit the Notify Customer of Ticket Completion event.

In the Email Message section, paste your embed code where you'd like the survey to appear.

Make sure to test! 

Once you add your embed code, create some fake tickets to test out the process, and make sure everything is working correctly.

If you run into any issues, let us know, and we'll be happy to help troubleshoot. 🙌 

Autotask placeholders

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

  • Team Member Email - [Resource: Email Address] 
  • Team Member ID - NA 
  • Team Member First Name - [Resource: First Name] 
  • Team Member Last Name - [Resource: Last Name] 
  • Customer Email - [Contact: Email Address] 
  • Customer ID - [Contact: ID] 
  • Customer First Name - [Contact: First Name] 
  • Customer Last Name - [Contact: Last Name] 
  • Company Name - [Account: Name] 
  • Ticket ID - [Ticket: Number] 
  • Ticket Subject - [Ticket: Title] 

See also:

📖 Integrate Simplesat surveys with Autotask
📖 Importing and syncing Autotask contacts
📖 Sending Simplesat ratings back to Autotask custom fields
📖 Creating a custom security role for Autotask resources

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