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 |
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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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Custom ticket fields
Ticket Group |
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Ticket Priority |
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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. 🙌