You can put a Simplesat survey inside the emails you send from Keap. The survey code works on its own, so you don't need to connect Keap to send it.

Connecting Keap lets you add each response's feedback to the Keap contact and bring your Keap contacts into Simplesat as customers.

Heads up: Currently, Keap can't be connected for the first time, and the Keap page shows every integration as off, even the ones that are running. Connect Keap has the details.

What the Keap integrations do

The Keap page lists its integrations under Account-wide integrations and Survey integrations.

Integration	Listed under	What it does	Where it shows
Sync contacts	Account-wide integrations	Adds your Keap contacts to Simplesat as customers and updates them once a day	Customers, in Simplesat
Update contact custom fields	Survey integrations	Writes the rating, sentiment and comment to custom fields on the Keap contact	The contact in Keap
Add note to contact	Survey integrations	Adds the response to the contact as a note	The contact in Keap
Add rating and sentiment tags to contact	Survey integrations	Tags the contact with the rating and sentiment	The contact in Keap

Writing feedback back, and mapping the fields says what Account-wide integrations and Survey integrations mean.

The survey integrations find the Keap contact by the customer email on the response, so a response without an email isn't written to Keap. Update contact custom fields can be limited to some surveys. The note and tag integrations run for every survey.

Note: If we've changed one of your Keap integrations for you, it can work differently from what's described here. Contact us to check what yours does.

Before you start

The Keap integrations are available on every Simplesat plan. To connect Keap or switch an integration on, you need the Manage integrations permission. Owner and Admin have it by default.

Integration security, permissions and data flow covers what a connected tool can read and write.

Connect Keap

Currently, Keap can't be connected for the first time. If your workspace has connected it before, you can reconnect:

On the Integrations page, open Keap.
Click Authenticate.
On the Thryv login page that opens, sign in to Keap and allow access. Keap is part of Thryv.

Integrations you already set up keep running as they were. The Keap page shows each one as off, though, and you can't change their settings there.

Heads up: Revoke access stops every Keap integration until you reconnect and click Activate integration on each one again. Because the page shows them all as off, find out which ones are on before you revoke.

To get Keap connected for the first time, or to check which integrations are on, change one or turn one off, contact us.

Send surveys from Keap

To add a survey to a Keap email:

Create or open the survey and choose External email embed.
Under Choose where to add your survey, choose Keap.
On Publish, click Generate embed code.
Choose Visual and click Copy survey.
In Keap, go to Home → Email, click Insert template, then Manage Templates, and create a template.
Paste the survey into the template and click Save.

To test it, send the email to yourself and click a rating.

When Keap sends the email, it fills in the merge fields in the survey code, so each response comes in with these details:

What the code carries	Keap merge field
Customer email	`[[contact.email]]`
Customer first name	`[[contact.first_name]]`
Customer last name	`[[contact.last_name]]`
Team member first name	`{{user.first_name}}`
Team member last name	`{{user.last_name}}`
Team member email	`{{user.email}}`
Ticket subject, set to the date and time the email is sent	`{{today.date_and_time}}`
Region, location and phone, saved as ticket fields on the response	`[[contact.region]]`, `[[contact.locality]]`, `[[contact.phone]]`

For how merge fields work in every tool, see Placeholders and merge fields.

Feedback in Keap

Simplesat waits at least five minutes after a response arrives before it writes to Keap, and it writes again whenever the response changes. Writing feedback back, and mapping the fields has more on the timing and the Field mapping settings.

Update contact custom fields

This integration writes the response's rating, sentiment and comment to the Keap contact. If no contact matches the response's email, Keap creates one.

Each value goes to the Keap custom field whose ID is set for it in the integration's Field mapping. To find a field's ID, open that field in Keap's custom field settings and check your browser's address bar.

Add note to contact

This integration adds the response to the Keap contact as a note. The note is titled New sentiment feedback from customer name, and it holds every question and answer.

If the response changes later, for example when the customer answers another question, a second note follows. If no Keap contact matches the response's email, no note is added.

Add rating and sentiment tags to contact

This integration adds two tags to the Keap contact:

A rating tag: simplesat_ followed by the metric and the rating, such as simplesat_NPS_9, simplesat_CSAT_4, simplesat_CES_3 or simplesat_5-STAR_5.
A sentiment tag: simplesat_sentiment_positive, simplesat_sentiment_neutral or simplesat_sentiment_negative.

The first time it runs, it creates a tag category called Simplesat in Keap that holds all the tags. Tags from earlier responses stay on the contact. If no Keap contact matches the response's email, no tags are added.

Heads up: Currently, 5-star ratings of 1 and 2 don't get a rating tag. They still get the sentiment tag.

Keap contacts in Simplesat

Sync contacts runs once a day. Each run adds or updates the Keap contacts that changed in the past day as Simplesat customers, with their name, email, Keap contact ID and company. Contacts without an email are skipped. Nothing is written to Keap.

Contact sync from a connected tool explains how synced customers work in Simplesat.

Troubleshooting

I can't connect Keap

Currently, Keap can't be connected for the first time. If your workspace has connected it before, reconnect with Authenticate on the Keap page. If it hasn't, contact us. Either way, you can still put surveys in your Keap emails without connecting.

My Keap integrations show as off, but feedback still reaches Keap

The Keap page currently shows every Keap integration as off, even the ones that are running, and you can't change their settings there. Integrations that were on keep running as they were set up. Contact us to check which ones are on, or to change or turn one off.

Feedback doesn't show up on my Keap contacts

The Keap integrations write to the contact whose email matches the customer email on the response, so the response needs an email. A survey in a Keap email gets one when Keap fills in [[contact.email]]. The note and tag integrations only write to a contact that already exists in Keap. Writes happen at least five minutes after the response arrives. If the response has an email and five minutes have passed, contact us with the response's link and we'll check which integrations are running.

My 5-star ratings of 1 and 2 don't get a rating tag in Keap

Currently, Add rating and sentiment tags to contact doesn't add a rating tag for 5-star ratings of 1 and 2. Those responses still get their sentiment tag.

I see two notes for one response

Add note to contact runs when a response arrives and again when it changes, for example when the customer answers another question later or changes their rating. Each run adds a note.

FAQ

Can Simplesat show who received a survey we sent from Keap?

No. Keap sends the email, so Simplesat only sees the responses. Keap's own email reporting shows who the email went to.

Why do my Keap contacts have more than one Simplesat rating tag?

Add rating and sentiment tags to contact tags the contact for every response and doesn't remove the tags from earlier ones. A contact who answered twice keeps both rating tags.

Do I need to connect Keap to put a survey in Keap emails?

No. The survey code works on its own. Connecting Keap adds the integrations that write feedback to your Keap contacts.