Simplesat allows you to create a CSAT or NPS survey that you can embed directly in Zoho Desk email notifications.

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.

Enter Zoho Desk's placeholders into the fields:

Zoho Desk email placeholders

  • Team Member Email - ${User.Email} 

  • Team Member ID - N/A

  • Team Member First Name - ${User.First Name} 

  • Team Member Last Name - ${User.Last Name} 

  • Customer Email - ${Cases.Email} 

  • Customer ID - N/A

  • Customer First Name - ${Cases.First Name} 

  • Customer Last Name - ${Cases.Last Name} 

  • Company Name - ${Cases.Account Name} 

  • Ticket ID - ${Cases.Request Id} 

  • Ticket Subject - ${Cases.Subject} 

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

Add your survey to Zoho Desk

In the Setup section, navigate to Customization > Templates.

Find the template Notify Contact on Ticket closure.

Note: You can add a Simplesat survey to a new Zoho template or any existing template that you like. 

Paste the HTML survey you copied in the message. Click Save and you're done!

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. 🙌

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