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

In this article:


Create your survey

First, create a new survey.

Customize the survey settings, then choose the Integrate with another tool option in the Publish section.

Select CodeTwo in the pop-up box.

Once you have the placeholders filled in, click Generate Embed Code. Make sure you're on the HTML option, then click Copy survey.

CodeTwo email placeholders

These are automatically included when you generate a CodeTwo survey embed code, but here they are just in case. 😉

Team Member Email

{E-mail}

Team Member ID

Team Member First Name

{First Name}

Team Member Last Name

{Last Name}

Customer Email

{Recipient address}

Customer ID

Customer First Name

Customer Last Name

Company Name

Ticket ID

Ticket Subject

Add your survey in CodeTwo

Head over to your CodeTwo account, and click on the + icon > Add a new email signature > Add server-side signature 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 HTML snippet > paste the Simplesat survey code that you copied > click on the Insert button.

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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