Simplesat allows you to create a CSAT, CES, or NPS survey that you can embed directly in Tigerpaw 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 Tigerpaw on the pop-up box.

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


Tigerpaw email placeholders

These are automatically included when you generate a Tigerpaw survey embed code, but here they are just in case. 😉

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]


Add your survey to Tigerpaw

Head over to your Tigerpaw account, and navigate to Table Maintenance section > Email > Email Templates > Service.

Find the email notification template that you'd like to use. We recommend using the Service Order Closed- Resolution Given template.

Select HTML mode in the editor window. Then, paste the survey code that you've copied from your Simplesat account. 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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