Simplesat allows you to create a CSAT, CES, or NPS survey that you can embed directly in Zoho Desk email templates.
In this article:
Create your survey
First, create a new survey.
Customize the survey settings to your heart's desires. 😁 Then, choose the Integrate with another tool option in the Publish tab.
Select RepairShopr in the pop-up box.
Click the Generate Embed Code button. Make sure you're on the HTML option, then click Copy survey.
RepairShopr email placeholders
These are automatically included when you generate a RepairShopr 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
Custom ticket fields
Once you have the placeholders filled in, click Generate Embed Code. Make sure you're on the HTML option, then click Copy survey.
Add your survey to RepairShopr
Head over to your RepairShopr account, and navigate to More > Admin.
Under the Administration section, click on PDF/Email Templates.
Select the template that you'd like to use, and click the Source Icon.
Paste the HTML code that you copied from your Simplesat account to where you'd like the survey question to appear. Then, click the Source icon again to preview the survey.
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. 🙌