In this article:

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

Read the full guide on how to embed a Simplesat survey in your emails.

You'll need to authenticate your Atera account before installing any integration. Don't worry, you only need to do this once. 😉

Start with opening the Atera API page by clicking here.

Click the little eye icon to show your API key, then click the copy button to copy it to your clipboard.

Next, click here to access the Atera integration page and click authenticate.

At API key fill in the key you just copied and click authenticate.

You're now authenticated with Atera! 🎉

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 Atera integrations page by clicking here.

Scroll down to pull ticket details and click activate integration.

Simplesat can display feedback data in the related ticket's custom fields.

Here's an example of what this looks like in Atera:

To set this up you'll first need to create the custom fields in Atera.

Do this by going to admin > custom fields.

Click add field and add these 3 fields:

Next, access the Atera integrations page by clicking here.

Scroll down to sync feedback to ticket custom fields and click activate integration.

Simplesat can sync a user's latest rating and sentiment to Atera.

Here's an example of what this looks like in Atera:

To set this up you'll first need to create the custom fields in Atera.

Do this by going to admin > custom fields and change to the user tab.

Click add field and add these 5 fields:

Next, access the Atera integrations page by clicking here.

Scroll down to sync feedback to user custom fields and click activate integration.