All Collections
Add a Simplesat survey to WHMCS
Add a Simplesat survey to WHMCS

How to add your CSAT, customer effort score (CES), 5-star, and net promoter score (NPS) embed codes to WHMCS.

Cory Brown avatar
Written by Cory Brown
Updated over a week ago

Simplesat allows you to create a CSAT, CES, 5-star, or NPS survey that you can embed directly in WHMCS email notifications templates.

Create your survey

First, create a new survey.

Customize the survey settings to your heart's desires. 😁 Then, choose the External email embed option in the Publish tab.

Select WHMCS.

Click the Generate Embed Code button. You can either use the Visual or HTML options, then click Copy survey.

WHMCS email placeholders

These are automatically included when you generate a WHMCS survey embed code, but here they are just in case. πŸ˜‰

Team Member Email

Team Member ID

Team Member First Name

Team Member Last Name

Customer Email


Customer ID


Customer First Name


Customer Last Name


Company Name


Ticket ID


Ticket Subject


Custom ticket fields

Ticket Group


Ticket Priority


Add your survey to WHMCS

Head over to your WHMCS account, and navigate to Setup > Email Templates > click the edit icon next to the template you want to change.

Click on the name of the email template you wish to edit.

Click the code source button. Then, 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. πŸ™Œ

Did this answer your question?