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. 😉
Team Member Email |
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Team Member ID |
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Team Member First Name |
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Team Member Last Name |
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Customer Email |
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Customer ID |
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Customer First Name |
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Customer Last Name |
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Company Name | |
Ticket ID |
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Ticket Subject |
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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. 🙌