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

In this article:

Create a Simplesat survey
Totara Learn email placeholders
Add your survey to Totara Learn
Test the survey

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 Totara Learn on the pop-up box.

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

Totara Learn email placeholders

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

Team Member Email
Team Member ID
Team Member First Name	`[session:facilitator:name]`
Team Member Last Name
Customer Email	`[email]`
Customer ID	`[idnumber]`
Customer First Name	`[firstname]`
Customer Last Name	`[lastname]`
Company Name	`[institution]`
Ticket ID
Ticket Subject

Custom ticket fields

User's Username	`[username]`
User's Department	`[department]`
Course Name	`[coursename]`
Session Date	`[sessiondate]`
Course Name's Link	`[coursenamelink]`
Event Page's Link	`[eventpagelink]`
Seminar Name's Link	`[seminarnamelink]`

Add your survey to Totara Learn

Head over to your Totara Learn account, and navigate to Seminars > Notification templates.

Find the email template that you want to use, and paste the survey that you've copied from your Simplesat account.

Try it out!

Create a test seminar with yourself as the attendee. 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. 🙌