Simplesat allows you to create a CSAT or NPS survey that you can embed directly in Jira Service Desk's email notifications.

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.

Enter Jira Service Desk's placeholders into the fields:

Jira Service Desk placeholders:

  • Team Member Email -  NA
  • Team Member ID - ${}
  • Team Member First Name - NA
  • Team Member Last Name -  NA
  • Customer Email - ${}
  • Customer ID - NA
  • Customer First Name - ${}
  • Customer Last Name - NA
  • Company Name - NA
  • Ticket ID - ${issue.key}
  • Ticket Subject - NA

Note: You can learn more about Jira Service Desk variables from here: Jira email template variable.

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 Jira Service Desk

Head over to your Jira account, and click on Project Settings.

Under Notifications, click on  Customer Notifications to view a list of the Templates you can edit:

In this example, we used the Request done template.

It's currently not possible to directly paste the HTML code into Jira's template so you'd need to create a markup to successfully add the survey.

Paste the survey embed that you've copied from your Simplesat account. The format should be similar to the screenshot below:

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. 🙌

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