Simplesat allows you to create a CSAT, CES, or NPS survey that you can embed directly into Squarespace email signature templates.
In this article:
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.
Select Squarespace Scheduling on the pop-up box.
Click the Generate Embed Code button. Make sure you're on the HTML option, then click Copy survey.
Squarespace email placeholders
These are automatically included when you generate a Squarespace 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 |
|
Add your survey to Squarespace
Head over to your Squarespace Scheduling account, and navigate to Business Settings > Email Settings.
Select the template that you'd like to use and click the <> to edit the HTML
Paste the HTML survey codes that you copied from your Simplesat account. Then, click Save Template and you're done! 😉
Try it out!
Create a test appointment 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. 🙌