Simplesat allows you to create a CSAT, CES, or NPS survey that you can embed directly in Front 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 Microsoft Dynamics 365 in the pop-up box.
Click the Generate Embed Code button. Make sure you're on the Visual option. Then, click Copy survey.
Microsoft Dynamics 365 email placeholders
These are automatically included when you generate a Microsoft Dynamics 365 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
Owing business unit
Add your survey to Microsoft Dynamics CRM
Head over to your Microsoft Dynamics 365 account, and navigate to Setting (⚙) > Personalization Settings.
Select the template that you want to use or create a new one.
Paste the survey code that you've copied from your Simplesat account. 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. 🙌