Simplesat allows you to create a CSAT or NPS survey that you can embed directly in Tigerpaw's 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 Tigerpaw's placeholders into the fields:

Tigerpaw email placeholders:

  • Team Member Email - [token]tvw_TokenData_ServiceOrders.TechAssignedEmail[/token]

  • Team Member ID - [token]tvw_TokenData_ServiceOrders.TechAssigned[/token]

  • Team Member First Name - [token]tvw_TokenData_ServiceOrders.TechAssignedFirstName[/token]

  • Team Member Last Name -[token]tvw_TokenData_ServiceOrders.TechAssignedLastName[/token]

  • Customer Email -[token]tvw_TokenData_ServiceOrders.ContactEmailAddress[/token]

  • Customer ID - [token]tvw_TokenData_ServiceOrders.AccountNumber[/token]

  • Customer First Name -[token]tvw_TokenData_ServiceOrders.ContactFirstName[/token]

  • Customer Last Name -[token]tvw_TokenData_ServiceOrders.ContactLastName[/token]

  • Company Name - [token]tvw_TokenData_ServiceOrders.AccountName[/token]

  • Ticket ID - [token]tvw_TokenData_ServiceOrders.SONumber[/token]

  • Ticket Subject - [token]tvw_TokenData_ServiceOrders.BriefDescription[/token]

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 Tigerpaw

In the Table Maintenance section, navigate to Email > Email Templates > Service

Choose the template you'd like to include your survey to:

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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