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 Keap in the pop-up box.
Click the Generate Embed Code button. Make sure you're on the Visual option, then click Copy survey.
Keap email placeholders
These are automatically included when you generate a Keap 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 |
|
Custom ticket fields
Region |
|
Location |
|
Phone number |
|
Add your survey to Keap
Head over to your Keap account, and navigate to Home > Email.
Click on Insert template.
Select Manage Templates and create a new template.
Paste the visual survey that you've copied from your Simplesat account, and 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.