Simplesat allows you to create a CSAT or NPS survey that you can embed directly in CodeTwo email signature.

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 CodeTwo Email Signatures' placeholders for Office 365 into the fields:

CodeTwo email placeholders:

  • Team Member Email - {E-mail}

  • Team Member ID - NA

  • Team Member First Name - {First name}

  • Team Member Last Name - {Last name}

  • Customer Email - {Recipient address}

  • Customer ID - NA

  • Customer First Name - NA

  • Customer Last Name - NA

  • Company Name - NA

  • Ticket ID - NA

  • Ticket Subject - NA

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 in CodeTwo

Head over to your CodeTwo account, and click on the + icon > create a new rule. Enter the name and description in the Overview tab.

Navigate to the Senders tab, click Add > Group members (inside organization) > Select a group. Click on the group that'll be using the email signature survey and click OK.

On the Recipients tab, click Add > External recipients.

Then go to the Design tab > Edit signature > Select the template that you'd like to use or create your own.

Click where you would like to place the customer satisfaction survey. Then, click Insert HTML snippet > paste the Simplesat survey code that you copied and click on OK.

Customize the email signature survey to your heart's desire > click Apply & close. Go to the Manage Signatures App, click 💾 to save, and submit changes to your signature rules.

Try it out!

Create a test email with yourself or a colleague 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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