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 Email and Marketing 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 email placeholders
These are automatically included when you generate a HubSpot survey embed code, but here they are just in case. 😉
Team Member Email |
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Team Member ID |
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Team Member First Name |
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Team Member Last Name |
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Customer Email |
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Customer ID |
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Customer First Name |
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Customer Last Name |
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Company Name |
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Ticket ID |
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Ticket Subject |
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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.
Click Module.
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 Email
Head over to your HubSpot account, and create a survey email module with placeholders that work with contact records and are not designed for the Service Hub tickets
Create an email template and add the survey module to it.
Go to Marketing > Email > Create email
Select the email template that you'd like to use. Once editing a template, select the Content on the left-sidebar, and click on More. Drag and drop the Email survey module that was created before.
Drag and drop the template where you want the survey to appear.
Try it out!
Click the Send test email button, and choose a contact record to use for the placeholder data. Set yourself as the email recipient. Check your email and click any rating that you like.
Once you do, new feedback should instantly show up in your Simplesat dashboard.🎊
Add your survey to HubSpot Marketing Hub
You would need to have the Marketing Hub Professional plan to do this.
Head over to your HubSpot account, and create a survey email module with placeholders that work with contact records and are not designed for the Service Hub tickets
Create an email template and add the survey module to it.
Go to Marketing > Files and Templates > Design Tools.
Paste the HTML survey code that you copied from your Simplesat account, and click Save.
In this example, the code was pasted after the body.
Next, create an actual email and specify the type of email (it must be automated for an automation-based workflow), then select the template you created by going to Marketing > Email.
Select the survey template.
Now, you can finish editing your email template, and test sending the email to see how it will all work together.
Try it out!
Test by sending an email to yourself with a contact preview selected.
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. 🙌