Simplesat allows you to create a CSAT, CES, or NPS survey that you can embed directly into Exclaimer o365 email 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 and select Generic Embed in the pop-up box.
Select Exclaimer for Office 365 on the pop-up box.
Click the Generate Embed Code button. Make sure you're on the Visual option, then click Copy survey.
Exclaimer o365 email placeholders
These are automatically included when you generate an Exclaimer survey embed code, but here they are just in case. 😉
Team Member Email
Team Member ID
Team Member First Name
Team Member Last Name
Customer First Name
Customer Last Name
Add your survey to Exclaimer
Head over to your Exclaimer account, and select the template that you'd like to use, or create a new one.
Add a table to the section where you want to add the survey.
Click Surveys and drag the logo onto the editor.
Paste the visual survey that you've copied from Simplesat. Then, click OK.
Click Save once you're done editing the template.
Try it out!
Create a test email and send it to your other email address. 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. 🙌