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

Create your survey

First, create a new survey.

Customize the survey settings, then choose the Integrate with another tool option in the Publish section and select Generic Embed in the pop-up box.

Enter Kustomer's placeholders into the placeholder fields:

Kustomer email placeholders

  • Team Member Email - {{user.email}}
  • Team Member ID - NA
  • Team Member First Name - {{user.name}}
  • Team Member Last Name - NA
  • Customer Email - {{customer.email}}
  • Customer ID - {{customer.id}}
  • Customer First Name - {{customer.firstName}}
  • Customer Last Name - {{customer.lastName}}
  • Company Name - {{company.name}}
  • Ticket ID - {{conversation.id}}
  • Ticket Subject - {{conversation.name}}
  • Group - {{conversation.channel}}

Note: You can learn more about Kustomer's email placeholders from here.

Once you have the placeholders filled in, click Generate Embed Code. Make sure you're on the HTML option, then click Copy survey.

Add your survey to Kustomer

Head over to your Kustomer account and navigate to Settings > Templates

Select the email template where you want the survey to be added or create a new one.

Paste your survey's HTML code where you'd like the question to appear and 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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