In this article:


Add a Simplesat survey to a RepairShopr email template

Simplesat allows you to create a CSAT or NPS survey that you can embed directly in RepairShopr email templates.

Read the full guide on how to embed a Simplesat survey in your e-mails.


Authenticating with RepairShopr

To authenticate with RepairShopr you'll first need to create an API Key.

To do this, go to More > Admin > API Tokens > New token.

Go to the custom permissions tab and select the following permissions:

  • Customers - List/Search

  • Customers - View Detail

  • Customers - Edit

  • Tickets - List/Search

  • Tickets - View Details

  • Tickets - Create

  • Tickets - Edit

  • Ticket Custom Fields - Manage

Then click generate API token. Your API key should now show up.

Access the RepairShopr integrations page here.

Click the authenticate button and fill in your RepairShopr subdomain and API key.

The subdomain is the first part of your RepairShopr URL. For example, for simplesat.repairshopr.com the subdomain is simplesat.

RepairShopr should now be authenticated with Simplesat!


Create custom fields in RepairShopr

Simplesat will send data back to custom fields in RepairShopr.

Depending on which integration you'd like to use pick either customers or tickets in the steps below.

To set up custom fields you need to be an admin in RepairShopr.

First, click more in the navigation bar and then click admin.

Then select either customer custom fields or ticket custom fields in the sidebar.

If you're creating ticket custom fields, then you'll need to create a type first. This is the section on the ticket under which the custom fields are displayed.

Pick an existing one or create a new one by clicking on new custom field type, then click manage fields.

Then, for both ticket custom fields and customer custom fields, create 3 fields by clicking new field.

  • Text field: Simplesat rating

  • Text field: Simplesat sentiment

  • Text field: Simplesat comment

The fields should now show up under all your customers or tickets.


Update a RepairShopr customer or ticket custom fields with Simplesat feedback

Simplesat can update custom fields of the corresponding customer or ticket with feedback.

For a customer this will be their latest feedback.

For a ticket this will be the feedback related to that ticket.

Here's an example of how this will look in RepairShopr:

To set this up you'll first need to create custom fields on either tickets or customers, or both.

After that's done, go back to the RepairShopr integrations page by clicking here.

Authenticate with RepairShopr if you haven't done so already, then scroll down to the integration which you'd like to use and click Activate integration.


Add Simplesat feedback to RepairShopr ticket as comment

Simplesat can push feedback back to the related ticket as an internal comment.

Here's an example of how this will look in RepairShopr:

To set this up go to the RepairShopr integrations page by clicking here.

Authenticate with RepairShopr if you haven't done so already, then scroll down to Add Simplesat feedback to RepairShopr ticket as comment and click Activate integration.


Create follow-up ticket in RepairShopr from Simplesat feedback

Simplesat can create a follow-up ticket in RepairShopr after receiving new feedback.

To set this up go to the RepairShopr integrations page by clicking here.

Authenticate with RepairShopr if you haven't done so already, then scroll down to Create follow-up ticket in RepairShopr from Simplesat feedback and click Activate integration.


Pull ticket details from RepairShopr and sync to Simplesat

Each time your customer provides a rating, Simplesat will associate the following information with the response.

Object

Data collected

Ticket

ID, Number, Subject, Priority, Problem type

Requester (Customer)

Name, ID, Email, Company

Responder (Agent)

Name, ID, Email

All information gathered through the API will override fields sent through URL parameters.

Here's an example of how this will look in Simplesat:

To enable this, go to the RepairShopr integrations page by clicking here.

Scroll down to pull ticket details from RepairShopr and sync to Simplesat and click activate integration.

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