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Add a Simplesat survey to eDesk
Add a Simplesat survey to eDesk

How to add your CSAT, customer effort score (CES), 5-star, and net promoter score (NPS) embed codes to eDesk.

Hannah Logan avatar
Written by Hannah Logan
Updated over a week ago

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

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

Order Number


Store Name


Product ID


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. πŸ™Œ

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