Simplesat allows you to create a CSAT, CES, or NPS survey that you can embed directly in HaloPSA 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 HaloPSA on the pop-up box.
Click the Generate Embed Code button. Make sure you're on the HTML option, then click Copy survey.
HaloPSA email placeholders
These are automatically included when you generate a HaloPSA 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 HaloPSA
Head over to your HaloPSA 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.
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. 🙌