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 First Name
Customer Last Name
Custom ticket fields
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.