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 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
Team Member Last Name
Customer First Name
Customer Last Name
Custom ticket fields
Course Name's Link
Event Page's Link
Seminar Name's Link
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. 🙌