Simplesat allows you to create a CSAT survey that you can embed directly in Accelo 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 the Accelo placeholders into the fields:
Accelo email placeholders
- Team Member Email - NA
- Team Member ID - NA
- Team Member First Name -
- Team Member Last Name -
- Customer Email -
- Customer ID - NA
- Customer First Name -
- Customer Last Name -
- Company Name -
- Ticket ID -
- Ticket Subject -
Populating the Team Member Email Address field
Accelo doesn't include Team Member Email Address as a merge tag. Simplesat needs this email as a team member's unique ID. In order to get around this, you need to "hack" this field by adding a value such as
[issue.manager.firstname]@example.com . The email address doesn't need to be valid, just unique.
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 Accelo
In the Admin section, navigate to Tickets > Types, Progressions & Fields.
Find the activity that sends an email to the contact once a ticket is resolved.
On the Edit Activity Action page, click the Source code icon in the toolbar.
Paste your survey's HTML code where you'd like the question to appear and click Ok.
You may find that the rating images are too large, like this:
To fix, click on each image and then Custom size to set dimensions. Choose 60 x 60 for width and height.
Once you're happy with how the survey looks, save the status.
Test new ratings
Create a test ticket with yourself as the primary contact. Solve it and click a rating in an email. Once you do, new feedback should instantly show up in your Simplesat dashboard.