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 First Name
Customer Last Name
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. 🙌