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

In this article:

Create your survey
ZenMaid email placeholders
Add your survey to ZenMaid
Test the survey

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 ZenMaid in the pop-up box.

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

ZenMaid email placeholders

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

Team Member Email
Team Member ID	`{{appointment.assigned_cleaners}}`
Team Member First Name
Team Member Last Name
Customer Email	`{{appointment.customer_contact_email}}`
Customer ID
Customer First Name	`{{appointment.contact_first_name}}`
Customer Last Name	`{{appointment.contact_last_name}}`
Company Name	`{{appointment.contact_company_name}}`
Ticket ID
Ticket Subject

You can view all the ZenMaid's notification variables from here.

Add your survey to ZenMaid

Head over to your ZenMaid account, and navigate to Settings > Notifications

Then select the template that you'd like to use. We recommend one of the post-cleaning followup notifications shown below

For an email notification, copy and paste the visual survey embed that you copied from your Simplesat account earlier, and click Save.

Try it out!

Click on preview to test and make sure the survey embed is working correctly, or run it through the normal notifications flow by scheduling yourself for a fake cleaning appointment. Once you click on an icon to respond to the survey, new feedback should instantly show up in your Simplesat dashboard. 🎊

Here's what it should look like after clicking preview:

If you mouse over one of the icons, you should be able to see that the dynamic placeholder data was replaced with the fictional customer data from the preview email template.

Here's what a survey response looks like within Simplesat:

If you run into any issues let us know and we'll be happy to help troubleshoot. 🙌