Thinking of implementing a survey, but you're not using any ticketing software? Don't fret! You can embed a generic survey on your Gmail, or Outlook signature, and be able to pull the data using Briskine Templates.
Before we start, install the free browser extension from here: Briskine Templates
Create your survey
First, create a new survey.
Customize the survey settings to your heart's desires. 😁 Then, choose the External email embed option in the Publish tab.
Select Briskine.
Click the Generate Embed Code button. Make sure you're on the Visual option, then click Copy survey.
Briskine email placeholders
These are automatically included when you generate a Briskine survey embed code, but here they are just in case. 😉
Team Member Email |
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Team Member ID |
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Team Member First Name |
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Team Member Last Name |
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Customer Email |
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Customer ID |
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Customer First Name |
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Customer Last Name |
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Company Name |
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Ticket ID |
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Ticket Subject |
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Add your survey to Briskine
Head over to your Briskine account, and click on New template.
Paste the survey that you copied from your Simplesat account, and click the Save template button.
Add your survey to Gmail
On your Gmail account, click on + to compose a new message. Then, click the Briskine icon to insert the survey template.
Try it out!
Create a test email with yourself as the recipient. Check your email and click any rating that you like. Once you do, new feedback should instantly show up in your Simplesat dashboard. 🎊
Here's how a survey response looks like:
If you run into any issues let us know and we'll be happy to help troubleshoot. 🙌