Simplesat allows you to create a CSAT, CES, or NPS survey that you can embed directly into Wisestamp email signature templates.

In this article:


Create your survey

First, create a new survey.

Customize the survey settings, then choose the Integrate with another tool option in the Publish section and select Generic Embed in the pop-up box.

Select Symprex in the pop-up box.

Click the Generate Embed Code button. Make sure you're on the HTML option, then click Copy survey.


Symprex email placeholders

These are automatically included when you generate a Symprex survey embed code, but here they are just in case. 😉

Team Member Email

{EMAIL}

Team Member ID

Team Member First Name

{FIRSTNAME}

Team Member Last Name

{LASTNAME}

Customer Email

Customer ID

Customer First Name

Customer Last Name

Company Name

Ticket ID

Ticket Subject

Custom ticket fields

Team Member Manager

{MANAGER}

Team Member Company

{COMPANY}

Team Member Department

{DEPARTMENT}

Team Member Office

{OFFICE}


Add your survey to Symprex

Head over to your Symprex account, and navigate to Email Signature Manager > Template. Then, select the email signature template or campaign template that you'd like to use.

Click the HTML Template tab > click Source.

Paste the survey code that you've copied from Simplesat.

Preview the survey to make sure everything looks good. Then, click Save.


Try it out!

Create a test email and send it to your other email address. 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. 🙌

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