Simplesat allows you to create a CSAT, CES, or NPS survey that you can embed directly in Zoho Desk email 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 osTicket in the pop-up box.
Click the Generate Embed Code button. Make sure you're on the HTML option, then click Copy survey.
osTicket email placeholders
These are automatically included when you generate a osTicket survey embed codes, 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
Custom ticket fields
Add your survey to osTicket
Head over to your osTicket account, and navigate to Agent Panel > Knowledgebase > Canned Responses.
Click Add New Response.
Note: You can either create or edit an existing canned responses.
On the Canned Response page, click the HTML icon.
Paste the HTML code that you copied from your Simplesat account to where you'd like the survey question to appear. Then, click the HTML icon again to preview the survey.
You may find that the rating images having borders like this:
To fix this, click the HTML icon, and add this declaration to each icon's style attributes:
After removing the borders, the survey will look like this.
Notice the big spaces between each the images. To fix this, click the HTML icon, and add this declaration to the table element:
Save the notification template, and you're done!
Some of this may seem daunting if you're not familiar with HTML. We'd be happy to walk you through the process, just let us know. 😃
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. 🎊