Simplesat allows you to create a CSAT or NPS survey that you can embed directly in Jira Service Desk's email notifications.
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 Jira in the pop-up box.
Click the Generate Embed Code button. Make sure you're on the HTML option, then click Copy survey.
Jira email placeholders
These are automatically included when you generate a Jira 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 the 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 Resolved/Closed.
Then for the action, we send an email to the reporter of the issue.
In the content section paste, the survey embeds 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. 🙌