Simplesat allows you to create a CSAT, CES, or NPS survey that you can embed directly in Xink email templates.
In this article:
Create your survey
First, create a new survey.
Customize the survey settings to your heart's desires. π Then, choose the Integrate with another tool option in the Publish tab.
Select Xink on the pop-up box.
Click the Generate Embed Code button. Make sure you're on the Visual option, then click Copy survey.
Xink email placeholders
These are automatically included when you generate a Xink survey embed code, but here they are just in case. π
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 Xink
Head over to your Xink account, and click on the plus icon (+) > select Design new signature.
Click the HTML Signature tab.
Click the Source icon at the upper left side and paste the survey code that you've copied from Simplesat.
Click the Source code icon again to preview the survey. Then, click OK to save the template.
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Try it out!
Create a test email with yourself as the recipient. Check your email and click any rating that you like. Once you do, new feedback should instantly show up in your Simplesat dashboard. π
If you run into any issues, let us know and we'll be happy to help troubleshoot. π