In this article:
Add a Simplesat survey to HelpDesk
Simplesat allows you to create a CSAT or NPS survey that you can embed directly in your HelpDesk email templates.
Authenticating with HelpDesk
To authenticate with HelpDesk, access the HelpDesk integrations page by clicking here.
Click the authenticate and log in with your HelpDesk account.
Simplesat is now authenticated with HelpDesk.
Add feedback to ticket as a private message
This integration will get triggered when a customer leaves new feedback and will then display the feedback in the related HelpDesk ticket as an internal note.
Here's an example of what this looks like in HelpDesk:
To set this up, go to the HelpDesk integrations page by clicking here.
Next, scroll down to add feedback to ticket as a private message and click activate integration.
Sync feedback to ticket custom fields
This integration will get triggered when a customer leaves new feedback and will send the rating, sentiment and comment to the related HelpDesk ticket's custom fields.
Here's an example of what this looks like in HelpDesk:
To set this up, you'll need to configure the custom fields first.
In HelpDesk, go to settings and then go to custom fields.
Next, click create custom field and set up 3 fields:
name: Simplesat rating
type: Single-line text
Who can change the custom field value?: No user (API integration)
name: Simplesat sentiment
type: Single-line text
Who can change the custom field value?: No user (API integration)
name: Simplesat comment
type: Multi-line text
Who can change the custom field value?: No user (API integration)
Finally, go to the HelpDesk integrations page by clicking here and scroll down to Sync feedback to ticket custom fields and click activate integration.