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Add a Simplesat survey to Kaseya BMS
Add a Simplesat survey to Kaseya BMS

How to add your CSAT, customer effort score (CES), and net promoter score (NPS) embed codes to Kaseya BMS.

Cory Brown avatar
Written by Cory Brown
Updated over a week ago

Simplesat allows you to create a CSAT, CES, or NPS survey that you can embed directly in Kaseya BMS email notifications templates.

​In this article:

Create your survey

First, create a new survey.

Customize the survey settings to your heart's desires. 😁 Then, choose the Integrate with another tool option in the Publish tab.

Select Kaseya BMS in the pop-up box.

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

Kaseya BMS email placeholders

These are automatically included when you generate a Kaseya BMS survey embed code, but here they are just in case. πŸ˜‰

Team Member Email

[%Prim Tech Email%]

Team Member ID

Team Member First Name

[%Prim Tech First Name%]

Team Member Last Name

[%Prim Tech Last Name%]

Customer Email

[%Contact Email%]

Customer ID

Customer First Name

[%Contact First Name%]

Customer Last Name

[%Contact Last Name%]

Company Name

[%Client Name%]

Ticket ID

[%Ticket ID%]

Ticket Subject

[%Ticket Title%]

Add your survey to Kaseya BMS

Head over to your Kaseya BMS account, and navigate to Admin > Business Process > Email Templates.

In the Email Templates section, edit the Notify Client Ticket Closed template.

Click the HTML option and paste the survey code that you've copied from your Simplesat account.

Swicth to the Design to see how the survey looks like. Click Save.

Workflow Rules

Navigate to Admin > Business Process > Workflow.

In the Workflow section, edit the Notify Client Ticket Closed rule.

In the Triggers section, set the trigger to be Updated By Employees.

Set the Conditions to Status to IN Completed.

In the Notifications section, set Notify Client Ticket Closed as the email template.

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. πŸ™Œ

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