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Add a Simplesat survey to Syncro
Add a Simplesat survey to Syncro

How to add your customer satisfaction survey (CSAT), customer effort score (CES), and net promoter score (NPS) embed codes to Syncro.

Hannah Logan avatar
Written by Hannah Logan
Updated over a week ago

Simplesat allows you to create a CSAT or NPS survey that you can embed directly in Syncro's 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 Syncro in the pop-up box.

Click the Generate Embed Code button. Make sure you're on the HTML option, then click Copy survey.

Syncro email placeholders:

These are automatically included when you generate a Syncro survey embed codes, but here they are just in case. ๐Ÿ˜‰

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


Add your survey to Syncro

Head over to your Syncro account and click on More > Admin.ย 

Under the Admin settings, click onย PDF/Email Templates

Then click on Email Templates to view a list of the Templates you can use

We suggest using the Ticket Resolved Email template that sends an email to the contact once a ticket is resolved.

Click on Edit Ticket Template > Source icon. Paste the code that you copied from your Simplesat account and you're done!

Click the Source icon again to switch to the visual view.

The borders should be removed once you run it through a test ticket.

You can enable ticket resolved emails if they aren't already enabled by going to Admin > Tickets > Preferences > Enable Ticket Resolved Emails.

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. ๐ŸŽŠ

If you run into any issues let us know and we'll be happy to help troubleshoot. ๐Ÿ™Œ

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