Simplesat allows you to create a CSAT or NPS survey that you can embed directly in WHMCS emails.

Create your survey

First, create a new survey.

Customize the survey settings, then choose the Generic Embed option in the Publish section.

Enter the WHMCS placeholders into the fields:

WHMCS email placeholders

  • Team Member Email - NA 
  • Team Member ID - NA 
  • Team Member First Name -  NA
  • Team Member Last Name - NA 
  • Customer Email - {$client_email} 
  • Customer ID - {$client_id} 
  • Customer First Name - {$client_first_name} 
  • Customer Last Name - {$client_last_name} 
  • Company Name - {$client_company_name} 
  • Ticket ID - {$ticket_id} 
  • Ticket Subject - {$ticket_subject} 

Full WHMCS email template variables list

Once you have the placeholders filled in, click Save and Generate Embed Code. Make sure you're on the HTML option, then click Copy Survey.

Add your survey to WHMCS

Paste the code in the email template you'd like to send your Simplesat survey.

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