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Add a Simplesat survey to Keap
Add a Simplesat survey to Keap

How to add your customer satisfaction survey (CSAT), customer effort survey (CES), and net promoter score (NPS) embed code in Keap.

Hannah Logan avatar
Written by Hannah Logan
Updated over a week ago

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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