Simplesat allows you to create a CSAT, CES, 5-star, or NPS survey that you can embed directly into eDesk 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 eDesk.
Click the Generate Embed Code button. Make sure you're on the Visual option, then click Copy survey.
eDesk email placeholders
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
Order Number |
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Store Name |
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Product ID |
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Product Name |
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Add your survey to eDesk
Head over to your eDesk account, and navigate to Settings > Smart Tools > Templates > + Add Template.
Click on Manual Usage.
Enter the Template Name and paste the visual survey that you've copied from your Simplesat account.
Then, set the Usage Conditions and click Create Template.
Try it out!
Create a test ticket with yourself as the requester. 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. 🙌