Simplesat allows you to create a CSAT, CES, or NPS survey that you can embed directly in Calendy email notifications 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 Calendly 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 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 First Name
Customer Last Name
Add your survey to Calendly
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.
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.