Simplesat allows you to create a CSAT, CES, 5-star, or NPS survey that you can embed directly in Calendy email notifications templates.
Create your survey
First, create a new survey.
Customize the survey settings to your heart's desires. 😁 Then, choose the External email embed option in the Publish tab.
Select Calendly Workflow.
Switch to the Emojis rating icon type.
Note: HTML images don't display well in Calendly email notifications so you need to use the emojis.
Click the Generate Embed Code button. Make sure you're on the Visual option, then click Copy survey.
Calendly workflow email placeholders
These are automatically included when you generate a Calendly 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 |
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Customer First Name |
|
Customer Last Name |
|
Company Name |
|
Ticket ID |
|
Ticket Subject |
|
Add your survey to Calendly Workflows
Head over to your Calendly account, and navigate to Home > Workflows.
Find the workflow that you want to use, or create a new workflow.
Set the workflow rules, and edit the email template. Then, paste the survey code that you've copied from your Simplesat account, and click Save.
Create your Calendly Managed Events 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 Calendly Managed Events in the pop-up box.
Switch to the Emojis rating icon type.
Note: HTML images don't display well in Calendly email notifications so you need to use the emojis.
Click the Generate Embed Code button. Make sure you're on the Visual option, then click Copy survey.
Calendly Managed Events email placeholders
These are automatically included when you generate a Calendly 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 Calendly Managed Events
Head over to your Calendly account, and navigate to Home > Account > Admin Management.
Click the Managed Events tab and find the event that you want to use, or create a new one.
Click Edit > Notifications and Cancellation Policy > Email Follow-Up > Personalize
Then, paste the survey embed code that you've copied from your Simplesat account, and click Save.
Try it out!
Create a test email 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.
