Simplesat allows you to create a CSAT or NPS survey that you can embed directly in Freshdesk email notifications.

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 Freshdesk in the pop-up box.

Click the Generate Embed Code button. Make sure you're on the Visual option, then click Copy survey.

Add your survey to Freshdesk Email Notifications

In the Admin section, navigate to Email Notifications.

Choose the Agent Solves the Ticket option in the Requester Notifications tab.

Paste the survey that you copied at the bottom of the message. Click Save, and you're done!

Note: If HTML isn't your thing, you might find these steps challenging. If you do, just let us know and we'll take care of it!

Add your survey to Freshdesk Email Signature

In Freshdesk, navigate to your Profile and click on Profile settings

Paste the survey embed and save changes

Sometimes when copy/pasting from Simplesat to Freshdesk, characters in the rating URLs get converted. This results in a broken survey page and you'd have to manually enter URLs for the rating images to fix this.

Add the rating image's URL

Right click on an image and copy the link address:

Then, paste the link address on your Freshdesk email signature, like this: 

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. 🙌

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