
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 Email |
|
Customer ID |
|
Customer First Name |
|
Customer Last Name |
|
Company Name |
|
Ticket ID | |
Ticket Subject |
Custom ticket fields
User's Username |
|
User's Department |
|
Course Name |
|
Session Date |
|
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. 🙌