Embed a survey into Gladly
Simplesat can automatically send a survey to a customer after closing a conversation.
Authenticating with Gladly
To authenticate with Gladly you'll first need to generate an API token.
Start off by going to Gladly, then go to settings > app developer tools > API tokens.
Click create token and name it Simplesat, then copy your newly created token.
Next, go back to the Gladly integrations page by clicking here, then click authenticate.
Fill in your Gladly domain, username and API token then click authenticate.
You're now authenticated with Gladly! π
Note about using Gladly integrations
Currently event based surveys won't trigger Gladly ticket integrations by default.
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Please contact Simplesat support to manually enable this for your event based surveys.
Pull conversation data
Each time your customer provides a rating, Simplesat will associate the following information with the response.
Object | Data collected |
Conversation | ID |
Requester (Customer) | ID, Name, Email |
Responder (Agent) | 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 enable this, go to the Gladly integrations page by clicking here.
Authenticate if you haven't done so already, then scroll down to pull conversation data and click activate integration.
Display feedback in a conversation note
Simplesat can sync a customer's feedback back to the related conversation as an internal note.
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βHere's an example of how this will look in Gladly:
To set this up, go to the Gladly integrations page by clicking here.
Authenticate if you haven't done so already, then scroll down to display feedback in a conversation note and click activate integration.
Create task upon receiving feedback
Simplesat can automatically create a new task in Gladly upon receiving feedback.
βHere's an example of how this will look in Gladly:
To set this up, go to the Gladly integrations page by clicking here.
Authenticate if you haven't done so already, then scroll down to create task upon receiving feedback and click activate integration.
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After the integration successfully activated you'll need to scroll down a little to assignee inbox ID, then fill in the inbox ID of the inbox you'd like the tasks be assigned to.
You can find the inbox ID in gladly. Go to settings > orchestration > inboxes and open the inbox you'd like to know the ID of. The ID will be displayed in the URL.
When that's done, press save.
You can also select when the task is due under the due at field.
By default it's set to 1 day after creation, but you can change this number to anything. Or change it to hours or minutes instead.
Add topics to conversation after receiving feedback
Simplesat can automatically add topics to conversations after receiving feedback.
βHere's an example of how this will look in Gladly:
Before activating this, you'll need to go into gladly and create these 3 new topics:
Simplesat - negative sentiment
Simplesat - neutral sentiment
Simplesat - positive sentiment
Once that's all done, go to the Gladly integrations page by clicking here.
Authenticate if you haven't done so already, then scroll down to add topics to conversation after receiving feedback and click activate integration.