Simplesat allows you to create a CSAT or NPS survey that you can embed directly in Q360 email notification templates.
In this article:
Create your survey
First, create a new survey.
Customize the survey settings to your heart's desires. 😁 Then, choose the Integrate with another tool option in the Publish tab.
Select Q360 in the pop-up box.
Click the Generate Embed Code button. Make sure you're on the HTML option, then click Copy survey.
Q360 email placeholders:
These are automatically included when you generate a Q360 survey embed code, but here they are just in case. 😉
Team Member Email | {{CSREMAIL}} |
Team Member ID | {{CSR}} |
Team Member First Name |
|
Team Member Last Name |
|
Customer Email | {{CALLEREMAIL}} |
Customer ID | {{CUSTOMERNO}} |
Customer First Name | {{CALLER}} |
Customer Last Name |
|
Company Name | {{COMPANY}} |
Ticket ID | {{CALLNO}} |
Ticket Subject | {{PROBLEM}} |
Ticket Group | {{CALLTYPE}} |
Priority | {{PRIORITY}} |
Branch | {{BRANCH}} |
Department | {{DEPARTMENT}} |
Dispachhq | {{DISPATCHQ}} |
Techassigned | {{TECHASSIGNED}} |
Category | {{CATEGORY}} |
Subcategory | {{SUBCAT}} |
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 Q360
Head over to your Q360 account and select the template that you'd like to use.
Paste the HTML survey codes that you copied from your Simplesat account. Click Save and you're done! 😉
Success looks like this:
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. 🙌