Simplesat allows you to create a satisfaction survey that you can embed directly in RangerMSP's email notification 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 RangerMSP in the pop-up box.
Click the Generate Embed Code button. Make sure you're on the HTML option, then click Copy survey.
RangerMSP email placeholders
These are automatically included when you generate a RangerMSP 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
Custom ticket fields
Add your survey to RangerMSP
Head over to your RangerMSP account, and navigate to Settings > Email Templates.
Find the email template that you want to use and click Copy.
In the email template, switch to the HTML option and paste the survey code that you've copied from your Simplesat account, and click Save.
Click the Send Test Email button to make sure everything works.
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. 🙌