Simplesat allows you to create a CSAT, CES, or NPS survey that you can embed directly into LiveAgent email templates.
In this article:
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.
Select LiveAgent on the pop-up box.
Click the Generate Embed Code button. Make sure you're on the HTML option, then click Copy survey.
LiveAgent email placeholders
These are automatically included when you generate a LiveAgent survey embed code, but here they are just in case. 😉
Team Member Email
Team Member ID
Team Member First Name
Team Member Last Name
Customer First Name
Customer Last Name
Add your survey to LiveAgent
Head over to your LiveAgent account, and navigate to Configuration > Email > Customer Templates.
Select the email template that you'd like to use. We recommend using the Ticket resolved notification template.
In the email template, click the section where you want to add the survey. Then, click the Source icon.
Paste the survey code that you've copied from Simplesat.
Click the source code icon again to preview the survey, and click Save.
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. 🙌