SimpleSat allows you to create a CSAT survey that you can embed directly in Kaseya BMS email notifications.

Create a your survey

First, create a Generic Embed survey. 

Customize the survey settings, and add Kaseya BMS's email placeholders in the Embed Code section.

Kaseya BMS email placeholders

  • Team Member Email - [%Prim Tech Email%]
  • Team Member ID - NA 
  • Team Member First Name -  [%Prim Tech First Name%]
  • Team Member Last Name - [%Prim Tech Last Name%]
  • Customer Email - [%Contact Email%]
  • Customer ID - NA 
  • Customer First Name - [%Contact First Name%]
  • Customer Last Name - [%Contact Last Name%]
  • Company Name - [%Client Name%]
  • Ticket ID - [%Ticket ID%]
  • Ticket Subject - [%Ticket Title%]

Once you have the placeholders filled in, click Save and Generate Embed Code. Make sure you're on the HTML option, then click Copy Survey.

Add your survey to Kaseya BMS

In the Admin section, navigate to Business Process > Email Templates

Choose the Notify Client Ticket Closed option.

Select HTML mode in the editor window. Paste the survey you copied to the bottom of the message. Click Save and you're done!

Test new ratings

Create a test ticket with yourself as the contact. Solve it and click a rating in an email. Once you do, new feedback should instantly show up in your Simplesat dashboard.


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