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

Create a your survey

First, create a new survey.

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

Enter the Zoho 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 any existing or new Zoho template if you'd like. 

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

Test new ratings

Create a test ticket with yourself as the requester. Solve it and click a rating in an email. Once you do, new feedback should instantly show up in your Simplesat dashboard.


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