Simplesat allows you to create a CSAT, CES, or NPS survey that you can embed directly in SuiteCRM email notifications templates.


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 SuiteCRM on the pop-up box.

Click the Generate Embed Code button. Make sure you're on the HTML option, then click Copy survey.


SuiteCRM email placeholders

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

Team Member Email

$contact_user_email

Team Member ID

Team Member First Name

$user_first_name

Team Member Last Name

$user_last_name

Customer Email

$contact_email

Customer ID

Customer First Name

$contact_first_name

Customer Last Name

$contact_last_name

Company Name

$acase_account_name

Ticket ID

$acase_case_number

Ticket Subject

$acase_name

Custom ticket fields

Ticket Group

$acase_type

Ticket Priority

$acase_priority


Add your survey to SuiteCRM

Head over to your SuiteCRM account, and navigate to More > Templates.

Click on the Case Closure template.

Edit the text where you want to insert the survey. Then, click on Tools > Source code.

Paste the survey code that you've copied from your Simplesat account.

Click Save.


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. 🙌

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