Simplesat allows you to create a CSAT or NPS survey that you can embed directly in Easy Redmine email notifications.
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.
Select Easy Redmine in the pop-up box.
Click the Generate Embed Code button. Make sure you're on the HTML option, then click Copy survey.
Easy Redmine email placeholders:
These are automatically included when you generate an Easy Redmine survey embed codes, but here they are just in case. 😉
Team Member Email |
|
Team Member ID | %assignee% |
Team Member First Name |
|
Team Member Last Name |
|
Customer Email | %mail_to% |
Customer ID |
|
Customer First Name | %user_first_name% |
Customer Last Name | %user_last_name% |
Company Name |
|
Ticket ID | %task_id_without_hash% |
Ticket Subject | %task_subject% |
Note: You can learn more about these placeholders from here.
Add your survey to Easy Redmine
Head over to Easy Redmine and click on ⋮ > help desk > all e-mail templates.
Select the template that you'd like to use and click edit.
Next, scroll down to mail body (HTML) and click the source button.
Paste the HTML code which you've copied earlier where you want the survey to be displayed.
Click update 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. 🙌