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Add a Simplesat survey to Atera
Add a Simplesat survey to Atera

How to add your customer satisfaction survey (CSAT), customer effort score (CES), and net promoter score (NPS) embed codes to Atera.

Hannah Logan avatar
Written by Hannah Logan
Updated over a week ago

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

In this article:

Create your survey

First, create a new survey.

Customize the survey settings, then choose the Integrate with another tool option in the Publish section.

Select Atera in the pop-up box.

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

Atera email placeholders

These are automatically included when you generate an Atera embed code, but here they are just in case. πŸ˜‰

Team Member Email

{[Technician First Name]}{[Technician Last Name}}

Team Member ID

Team Member First Name

Team Member Last Name

Customer Email

{[Contact First Name]}{[Contact Last Name]}

Customer ID

Customer First Name

{[Contact First Name]}

Customer Last Name

{[Contact Last Name]}

Company Name

Ticket ID

{[Ticket Number]}}

Ticket Subject

{[Ticket Title]}

Note: Atera doesn't have team member and customer email placeholders. As a workaround, we're using the first name and last name placeholders, and to capture the data.

Add your survey to Atera

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

You can either create a new template or edit an existing template.

In the email template, right-click your mouse, and click Inspect.

Click a space where you want the survey to be embedded > Edit as HTML > Paste the HTML codes that you copied from your Simplesat account.

Click Save.

Note: This is a hacky way to paste the HTML survey as there's no option to switch to a source code. If editing HTML is not your forte, you can schedule a demo with us, so we can have this set up for you. πŸ˜‰

You can follow the same steps when adding the survey to signatures, Quick Reply Template, and other email notification templates.

Create an Automation - Ticket Resolved Email with the survey

Head over to your customer account and navigate to Admin Panel > Basic Setup > Ticket Automation Rules.

Go to Conditions > Status Equals Resolved.

Next, set the Actions to Send an Email to Contact > Select the template you've created with the survey added. In this example, we used the Ticket Resolved template. Click Save and you're done! πŸ₯³

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. πŸ™Œ


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