Simplesat allows you to create a CSAT or NPS survey that you can embed directly in HubSpot's Service email notifications.
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 HubSpot Service Hub in the pop-up box.
Click the Generate Embed Code button. Make sure you're on the HTML option, then click Copy survey.
HubSpot Service Hub email placeholders
These are automatically included when you generate a HubSpot 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 as an email builder module
Adding the survey as a module enables you to use the drag and drop template builder instead of needing to edit email templates only using HTML.
This is a useful step whether you're using Simplesat survey embed with service hub tickets or directly in outbound emails, but the type of embed code you use will have different placeholders depending on the use-case
Head over to your HubSpot account, and navigate to Marketing > Files and Templates > Design Tools.
Create a New file.
Set it as an Emails module.
Paste the HTML survey code that you copied from your Simplesat account.
Click on Publish changes, and you're done! 😉
You can now add this module to email templates. The embed code and placeholders you add will determine if the survey module works with service hub tickets or email campaigns.
Add your survey to HubSpot Service Hub
You would need to have the Service Hub plan to do this.
Head over to your HubSpot account, and navigate to Settings > Objects > Tickets > Pipelines > Automate.
Click on Additional Status information. Then, select the Ticket Closed email template.
Click on the Edit Email button.
Click the Content tab > More.
Add the CSAT Survey module you built by dragging and dropping it onto the email.
Review and Update to publish the changes. Click No when prompted to send emails now.
Go back to the Pipeline automation, and edit the automation step.
Make sure that the email preview matches the changes you made recently. Save the automation to update the email template.
Try it out!
Test by creating a ticket and set yourself as the requester. Close a ticket to test the email notification template. 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. 🙌