Simplesat's suite of Kaseya BMS integrations give you the ability to create follow-up tickets from feedback, add notes to rated tickets, and sync ticket details to give your team full control and transparency over the customer satisfaction experience.
In this article:
Adding surveys in Kaseya BMS
Simplesat surveys can be added to any email template in Kaseya BMS.
Access the Kaseya BMS integration page.
To authenticate you will need to enter your username, password, and company name. These are the same credentials you should have to enter while logging into your BMS account.
If you're unable to authenticate, make sure your credentials are correct. If that still doesn't work, please reach out to Simplesat support and we'll help you out.
Create follow-up tickets from feedback
Automated follow-up tickets make it easy for your team to quickly respond to customers and close the loop - all within your team's existing support workflows.
Pull ticket details
Each time your customer provides a rating, Simplesat will associate the following information with the response.
Name, ID, Email, Company
Name, ID, Email
All information gathered through the API will override fields sent through URL parameters.
Add private notes to rated tickets
Automatically update tickets with a private note after your customer provides a rating.
Notes are associated with the user who authenticated Kaseya BMS with Simplesat.