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 -  {{issue.assignee.emailAddress}}

  • Team Member ID - {{issue.assignee.accountId}}

  • Team Member First Name - {{issue.assignee.displayName}}

  • Team Member Last Name -  NA

  • Customer Email - {{issue.reporter.emailAddress}}

  • Customer ID - {{issue.reporter.accountId}}

  • Customer First Name - {{issue.reporter.displayName}}

  • Customer Last Name - NA

  • Company Name - {{issue.Organizations.first.name}}

  • Ticket ID - {{issue.key}}

  • Ticket Subject - {{issue.summary}}

Note: You can learn more about Jira's smart values from here

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.

Then find Automations about halfway down the list:

In this example, we used the trigger Issue transitioned and set our automation to trigger when any issue status is set to Done

Then for the action we send an email to the reporter of the issue.

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

And here's what the above template will look like when sent on a completed issue

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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