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

Click here to read more about adding surveys to Zoho Desk.

To authenticate with Zoho Desk, access the Zoho Desk integrations page by clicking here.

Click the authenticate and fill in your Zoho domain.

This is the first part of your URL in Zoho Desk.

For example, https://desk.zoho.com, https://desk.zoho.eu or https://desk.zoho.in

Do not add a / at the end.

Then give Simplesat access to your Zoho account.

Simplesat can sync feedback data back to ticket and contact custom fields.

In the steps below select either tickets or contacts (or both) depending on what you'd like to set up.

Here's an example of how a ticket will look in Zoho Desk:

And here's an example of how a contact will look in Zoho Desk:

To set this up, you'll first need to configure the custom fields.

In Zoho Desk, click setup and go to layouts and fields.

Select either tickets or contacts and then open the environment you want to edit.

Then, create a new section named Simplesat.

For tickets, add 3 fields:

For contacts, add 5 fields:

Eventually it should look something like this:

Then press save & close.

Next, go to the Zoho Desk integrations page by clicking here.

Authenticate if you haven't done so already, then scroll down to sync feedback to ticket/contact custom fields and click activate integration.

Simplesat can push feedback to the related ticket or contact (or both).

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

To set this up, go to the Zoho Desk integrations page by clicking here.

Authenticate if you haven't done so already, then scroll down to add feedback to ticket private comment or add feedback to contact as a comment and click activate integration.

Simplesat can add feedback rating and sentiment to a ticket's tags.

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

To set this up, go to the Zoho Desk integrations page by clicking here.

Authenticate if you haven't done so already, then scroll down to add rating and sentiment to ticket tags and click activate integration.

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

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 Zoho Desk integrations page by clicking here.

Scroll down to pull ticket details and click activate integration.