Simplesat allows you to create a CSAT or NPS survey that you can embed directly in Kaseya BMS' 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 Generic Embed in the pop-up box.

Enter Kaseya BMS' placeholders into the fields:

  • 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 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!

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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