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

[[contact.email]]

Customer ID

Customer First Name

[[contact.first_name]]

Customer Last Name

[[contact.last_name]]

Company Name

{{profile.company.name}}

Ticket ID

Ticket Subject

{{today.date_and_time}}

Custom ticket fields

Region

[[contact.region]]

Location

[[contact.locality]]

Phone number

[[contact.phone]]


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.

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