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ZenMaid integrations

Put a Simplesat rating survey in the emails ZenMaid sends your customers, like the follow-up after a cleaning.

You can put a Simplesat survey in the emails ZenMaid sends your customers, such as the follow-up after a cleaning. Customers click a rating right in the email. ZenMaid fills in each customer's email, name and company, so every response shows which customer sent it.

There's nothing to connect. You copy the survey in Simplesat and paste it into a ZenMaid email template.

Before you start

You can use the ZenMaid survey on any Simplesat plan.

The steps below use ZenMaid's Appointment Follow-Up email, which goes out a few days after an appointment. It's part of ZenMaid's Pro Max plan.

Send surveys from ZenMaid

In Simplesat:

  1. Create or open the survey and choose External email embed.

  2. Under Choose where to add your survey, choose ZenMaid.

  3. Click Generate embed code.

  4. Choose Visual and click Copy survey.

In ZenMaid:

  1. Go to Settings → Email and SMS Notifications.

  2. Under Customer Communications, find Appointment Follow-Up and click Edit in the Email column.

  3. Click where you want the survey to go in the email, and paste it.

  4. Click Save Changes.

To check that it works, send it to yourself:

  1. Create an appointment with yourself as the customer.

  2. From that appointment, send Appointment Follow-Up.

  3. Click a rating in the email you get.

The response shows up in Simplesat with you as the customer. That's because ZenMaid fills in these variables in every rating link:

What the link carries

ZenMaid variable

Customer email

{{appointment.customer_contact_emails}}

Customer first name

{{appointment.contact_first_name}}

Customer last name

{{appointment.contact_last_name}}

Company name

{{appointment.contact_company_name}}

Because the links carry no ticket ID, every click counts as a new response.

Placeholders and merge fields explains how placeholders work in every tool.

Troubleshooting

My ZenMaid responses don't show the cleaner

You didn't set anything up wrong. Simplesat identifies a team member by their email or their ID, and the ZenMaid survey code currently sends neither. It sends the assigned cleaners' names where the email should be, which leaves ZenMaid responses without a team member.

You can set the team member yourself from the response. Correcting and removing feedback shows how to reassign a response to a different team member.

FAQ

Do I need to connect ZenMaid to Simplesat?

No. There's no ZenMaid integration to connect. The survey works from what you pasted into the email template.

Do I need to update the survey in ZenMaid when I change it in Simplesat?

After some changes, yes. The survey in your ZenMaid template is a copy, and editing the survey in Simplesat doesn't change it.

If you change the survey's metric question or its rating choices, icons or labels, copy the survey again from Simplesat and paste it over the old one in ZenMaid. External email embed lists which changes need new code.

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