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 and select Generic Embed in the pop-up box.
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 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 Syncro
Head over to your Syncro account and click on More > Admin.
Under the Syncro Administration, click on PDF/Email Templates to view a list of the Templates you can use:
We suggest to use the email template that sends an email to the contact once a ticket is resolved.
You can enable this on Admin > Tickets > Preferences > Enable Ticket Resolved Emails.
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.
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. 🙌