Add a Simplesat survey to SugarCRM

Simplesat allows you to create a CSAT, CES, or NPS survey that you can embed directly in SugarCRM email notifications templates.

In this article:

Create your survey
SugarCRM email placeholders
Add your survey to SugarCRM
Test the survey

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 SugarCRM in the pop-up box.

Click the Generate Embed Code button. Make sure you're on the HTML option, then click Copy survey.

SugarCRM email placeholders

These are automatically included when you generate a SugarCRM 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	`{::Accounts::primary_contact_email_c::}`
Customer ID
Customer First Name	`{::Accounts::primary_contact_first_c::}`
Customer Last Name	`{::Accounts::primary_contact_last_c::}`
Company Name	`{::Accounts::name::}`
Ticket ID
Ticket Subject

Add your survey to SugarCRM

Head over to your SugarCRM account, and find the email template that you want to use.

In the email template, click the Source code button and past the survey codes that you've copied from your Simplesat account. 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. 🎊