Simplesat allows you to create a CSAT or NPS survey that you can embed directly in Atera'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 Atera's placeholders into the placeholder fields:

Atera email placeholders

  • Team Member Email - {[Technician Email]}

  • Team Member ID - NA

  • Team Member First Name - {[Technician First Name]}

  • Team Member Last Name - {[Technician Last Name]}

  • Customer Email - {[Contact Email]}

  • Customer ID - NA

  • Customer First Name - {[Contact First Name]}

  • Customer Last Name - {[Contact First Name]}

  • Company Name - NA

  • Ticket ID - {[Ticket Number]}

  • Ticket Subject - {[Ticket Title]}

  • Group - NA

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 Atera

Head over to your customer account and navigate to Admin Panel > Customer Facing > Email Templates

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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