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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.

Simplesat avatar
Written by Simplesat
Updated over a year 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

$ASSIGNEDTO

Team Member First Name

$ASSIGNEDTO

Team Member Last Name

Customer Email

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 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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