Simplesat allows you to create a CSAT or NPS survey that you can embed directly in HelpDesk's 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.
Select HelpDesk in the pop-up box.
Click the Generate Embed Code button. Make sure you're on the HTML option. Then, click Copy survey.
HelpDesk email placeholders
These are automatically included when you generate a HelpDesk 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 Email |
|
Customer ID |
|
Customer First Name |
|
Customer Last Name |
|
Company Name |
|
Ticket ID | |
Ticket Subject | |
Add your survey to HelpDesk
Note: HelpDesk doesn't allow HTML content to be added directly in their Automated Workflow settings, so you'll need to add the survey codes to the email templates.
Head over to your HelpDesk account, and navigate to Settings > Email Templates.
Go to the Edit tab > HTML. In the email template, click the section where you want to add the survey. Then, paste the HTML survey code that you copied from your Simplesat account.
Click the Preview tab to check the survey images. Then, click 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. 🙌