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
Team Member First Name
Team Member Last Name
Customer First Name
Customer Last Name
Note: You can learn more about these placeholders from here.
Add your survey to Easy Redmine
Head over to your Easy Redmine account and click on More > Help desk > Templates list.
Select the template that you'd like to use, and paste the HTML survey codes that you copied from your Simplesat account. Click Save 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. 🙌