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:
If the custom fields don't exist yet in HelpDesk, then Simplesat will create them automatically.
To set this up, go to the HelpDesk integrations page by clicking here.
Next, scroll down to Sync feedback to ticket custom fields and click activate integration.
Pull ticket details
Each time your customer provides a rating, Simplesat will associate the following information with the response.
Object | Data collected |
Conversation | ID, Subject |
Customer | Name, Email |
Operator | ID, Name, 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 set this up, go to the HelpDesk integrations page by clicking here.
Scroll down to pull ticket details and click activate integration.