Simplesat allows you to create a CSAT, CES, 5-star, or NPS survey that you can embed directly in SolarWinds Service Desk 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 Solarwinds.
Click the Generate Embed Code button. Make sure you're on the Visual option, then click Copy survey.
Solarwinds Service Desk email placeholders
These are automatically included when you generate a Solarwinds 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 Email |
|
Customer ID |
|
Customer First Name |
|
Customer Last Name |
|
Company Name |
|
Ticket ID |
|
Ticket Subject |
|
Ticket Group |
|
Custom ticket fields
Incident Priority |
|
Incident Category |
|
Incident Origin |
|
Solution Title |
|
Add your survey to Solarwinds Service Desk
Service Desk Automation Rules
Head over to your Solarwinds account, and navigate to Setup > Service Desk.
Click Automation Rules.
Select the automation rule that you want to edit, or create a new one by clicking the + icon.
Set the trigger and conditions of your automation rule. In the Actions section, click + Add Action > Send Notification.
Then, paste the visual survey that you've copied from your Simplesat account. Click Save Changes > Save.
Service Desk Notifications
Head over to your Solarwinds account, and navigate to Setup > Service Desk.
Click Notifications.
Select the Incident Resolved for Requester notification template.
Then, paste the visual survey that you've copied from your Simplesat account in the Email Body Text box. 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. 🙌