Simplesat allows you to create a CSAT, CES, or NPS survey that you can embed directly in Trengo 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 Trengo on the pop-up box.
Click the Generate Embed Code button. You can either use the Visual or HTML options, then click Copy survey.
Trengo email placeholders
These are automatically included when you generate a Trengo survey embed code, but here they are just in case. 😉
Team Member Email | |
Team Member ID |
|
Team Member First Name | |
Team Member Last Name | |
Customer Email |
|
Customer ID |
|
Customer First Name |
|
Customer Last Name |
|
Company Name |
|
Ticket ID |
|
Ticket Subject |
|
Add your survey to Trengo
Head over to your Trengo account, and navigate to Settings > Rules. You can either edit an existing automation rule or create a new one.
To send out the survey on closed-ticket status, head over to your Trengo account, and navigate to Automation > Rules > Create a new rule.
Set the email automation rule similar to this example:
In the Action section, change it over to source code by clicking the code view icon.
Then, paste the survey code that you've copied from your Simplesat account.
Switch it back by clicking the code view icon again to see the survey preview. 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. 🙌