Simplesat allows you to create a CSAT, CES, or NPS survey that you can embed directly in ActiveCampaign email campaigns.
In this article:
Create your survey
First, create a new survey.
Customize the survey settings to your heart's desires. 😁 Then, choose the Integrate with another tool option in the Publish tab.
Select ActiveCampain on the pop-up box.
Click the Generate Embed Code button. Make sure you're on the HTML option, then click Copy survey.
ActiveCampaign email placeholders
These are automatically included when you generate an ActiveCampaign survey, but here they are just in case. 😉
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 survey placeholders
Campaign ID |
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Add your survey to ActiveCampaign Email Campaigns
Head over to your Freshdesk account, and click Create a campaign.
Enter the Campaign Name, and select a Campaign Type. Then, click Next.
Select the Contact List.
Select the Custom HTML Template Type. Then, click Continue.
Review the Sender Details > click Continue.
Paste the survey code that you've copied from your Simplesat account > click Next.
Review the Campaign Summary. Click Send Now when ready, or Send a Test Email.
Try it out!
Create a test campaign with yourself as the recipient. 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. 🙌