Simplesat allows you to create a CSAT, CES, or NPS survey that you can embed directly into Symprex 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
Team Member ID
Team Member First Name
Team Member Last Name
Customer First Name
Customer Last Name
Custom ticket fields
Team Member Manager
Team Member Company
Team Member Department
Team Member 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. 🙌