Simplesat allows you to create a CSAT, CES, or NPS survey that you can embed directly in Halo PSA 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 Halo PSA on the pop-up box.

Click the Generate Embed Code button. Make sure you're on the HTML option, then click Copy survey.


Halo PSA email placeholders

These are automatically included when you generate a Halo PSA survey embed code, but here they are just in case. 😉

Team Member Email

Team Member ID

$ASSIGNEDTO

Team Member First Name

$ASSIGNEDTO

Team Member Last Name

Customer Email

[email protected]

Customer ID

Customer First Name

$FIRSTNAME

Customer Last Name

$LASTNAME

Company Name

Ticket ID

$FAULTID

Ticket Subject

$SYMPTOM

Custom ticket fields

Ticket Group

$SECTION

Type

$REQUESTTYPE

Risk Level

$RISKLEVEL

Risk Description

$RISKDESCRIPTION


Add your survey to Halo PSA

Head over to your Halo PSA account, and navigate to Configuration > Email > Outgoing Email > Email Templates.

Edit the Ticket Closed Email Template. Then, click the code source button.

Paste the survey code that you've copied from your Simplesat account.

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. 🎊

If you run into any issues, let us know and we'll be happy to help troubleshoot. 🙌

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