Simplesat allows you to create a CSAT or NPS survey that you can embed directly in a Gorgias macro or satisfaction survey.
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 Gorgias in the pop-up box.
Note: Gorgias doesn't support HTML images and emojis yet, so we'll be using the survey link that directs customers to the first question of the survey.
Click the Generate Embed Code button. Make sure you're on the Link option, then click Copy survey.
Gorgias email placeholders
These are automatically included when you generate a Gorgias survey embed codes, 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
Learn more about Gorgias Macro placeholders/variables.
Add your survey to Gorgias Macros, Signature, or Email notification action
In this example, we'll be adding the survey to Macros
Head over to your Gorgias account, and navigate to Settings > Macros > Create a macro.
Type the primary question that you'd like to ask your customers
Highlight the survey question and click the link icon. Then, paste the survey that you copied from your Simplesat account.
Hover your mouse cursor on the survey question to check and make sure that the survey link is correct. Then, click the Update Macro button when you're done.
Try it out!
Create a test ticket, and set yourself as the requester. Add the Macro survey template to your ticket response, and send the email. Check your email inbox, 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. 🙌