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Add a Simplesat survey to HaloPSA
Add a Simplesat survey to HaloPSA

How to add your CSAT, customer effort score (CES), and net promoter score (NPS) embed codes to HaloPSA.

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 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. πŸ˜‰

Team Member Email

Team Member ID


Team Member First Name


Team Member Last Name

Customer Email

Customer ID

Customer First Name


Customer Last Name


Company Name

Ticket ID


Ticket Subject


Custom ticket fields

Ticket Group




Risk Level


Risk Description


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.

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. πŸ™Œ

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