Simplesat allows you to create a CSAT, CES, or NPS survey that you can embed directly into eDesk email templates.

In this article:

Create a Simplesat survey
eDesk email placeholders
Add your survey to eDesk
Test the survey

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 eDesk on the pop-up box.

Click the Generate Embed Code button. Make sure you're on the Visual option, then click Copy survey.

eDesk email placeholders

Team Member Email
Team Member ID
Team Member First Name	`#agent_first_name#`
Team Member Last Name	`#agent_last_name#`
Customer Email	`#consumer_email#`
Customer ID	`#consumer_username#`
Customer First Name	`#consumer_first_name#`
Customer Last Name	`#consumer_last_name#`
Company Name
Ticket ID	`#ticket_id#`
Ticket Subject

Custom ticket fields

Order Number	`#order_number#`
Store Name	`#channel_title#`
Product ID	`#product_id#`
Product Name	`#product_name#`

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. 🙌