Simplesat allows you to create a CSAT, CES, 5-star, or NPS survey that you can embed directly in Halo Service Desk email notifications templates.
Create your survey
First, create a new survey.
Customize the survey settings to your heart's desires. 😁 Then, choose the External email embed option in the Publish tab.
Select Halo Service Desk.
Click the Generate Embed Code button. Make sure you're on the HTML option, then click Copy survey.
Halo Service Desk email placeholders
These are automatically included when you generate a Halo Service Desk survey embed code, but here they are just in case. 😉
Team Member Email |
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Team Member ID |
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Team Member First Name |
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Team Member Last Name |
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Customer Email |
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Customer ID |
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Customer First Name |
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Customer Last Name |
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Company Name |
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Ticket ID |
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Ticket Subject |
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Add your survey to Halo Service Desk
Canned Text
Head over to your Halo Service Desk account, and navigate to Configuration > Tickets > Canned Text.
Click New.
You can either create a New template or Edit an existing template.
Click the code source button.
Paste the survey code that you've copied from your Simplesat account. Then, click Save.
Email Template
Head over to your Halo Service Desk account, and navigate to Configuration > 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. Then, 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. 🙌