Simplesat allows you to create a CSAT, CES, or NPS survey that you can embed directly in HelpScout 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 HelpScout in the pop-up box.
Click the Generate Embed Code button. You can either use the Visual or HTML option. Then, click Copy survey.
Help Scout email placeholders
These are automatically included when you generate a HelpScout 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 Help Scout
Head over to your Help Scout account, and navigate to Setting (⚙) > Workflows.
Note: Make sure to disable the Help Scout survey to prevent sending multiple surveys.
You can either edit an existing workflow or create a new one.
Set the workflow Conditions and Actions.
In the workflow Actions, click on Customize Email.
Paste the survey code that you've copied from your Simplesat account. Click Email to test.
Click Activate Workflow to 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. 🎊
If you run into any issues let us know and we'll be happy to help troubleshoot. 🙌