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

[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. 🙌

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