Simplesat allows you to create a CSAT, CES, 5-star, or NPS survey that you can embed directly into Totara Learn email templates.
Create your survey
First, create a new survey.
Customize the survey settings to your heart's desires. 😁 Then, choose the External email embed option in the Publish tab.
Select Totara Learn.
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 |
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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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Custom ticket fields
User's Username |
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User's Department |
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Course Name |
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Session Date |
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Course Name's Link |
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Event Page's Link |
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Seminar Name's Link |
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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. 🙌