You can put a Simplesat survey inside the mailings you send from Maileon. Paste the survey code into a mailing and it works. You don't need to connect Maileon for that.
If you also want each answer to show up on the contact in Maileon, connect Maileon. Connecting adds one integration, Update contact's custom fields with feedback, listed under Survey integrations. It puts values from each response, such as the rating or the comment, into custom fields on the Maileon contact.
Before you start
The Maileon integration is available on every Simplesat plan.
To connect Maileon and switch the integration on, you need the Manage integrations permission in Simplesat. Owner and Admin have it by default.
To create an API key, you need access to the account settings in Maileon.
For what a connected tool can read and write, see Integration security, permissions and data flow.
Connect Maileon
Simplesat connects with an API key that you create in Maileon.
In Maileon, go to Settings, then Account, and open the page that lists your API keys.
Create a new API key.
Set up the key:
Setting | What to choose |
Name | Simplesat |
Status | Active |
Validity | Optional. Leave it empty and the key doesn't expire. If you set a date, the key and the integration stop working on that date. |
Rights | Create, Read and Update. Delete isn't needed, because the integration only reads fields and updates contacts. |
Save the key.
Click the magnifying glass next to the new key, then copy the key.
In Simplesat, go to the Integrations page, open Maileon and click Authenticate.
Paste the key into API Key and click Authenticate.
When the page shows Authenticated with Maileon, you're connected.
To switch to a new API key, click Revoke access, then click Authenticate and use the new key. Reconnecting doesn't switch the integration back on, so click Activate integration again afterward.
Send surveys from Maileon
Create or open the survey and choose External email embed.
Under Choose where to add your survey, choose Maileon.
On Publish, click Generate embed code.
Choose HTML and click Copy survey.
In Maileon, create a mailing and edit its content.
Drag a Code block to the spot where you want the survey.
Click the
<>button on the block and replace its code with the survey code.Click Save.
Maileon fills in these fields when it sends the mailing, so every response arrives with them:
Customer email:
[[% email]]Customer ID, which is the Maileon contact ID:
[[% contact 'ID']]Customer first and last name:
[[% firstname]]and[[% lastname]]Company:
[[% contact 'ORGANISATION']]The mailing's subject, saved as the response's ticket subject:
[[MAILING|SUBJECT|]]The mailing ID, saved as the ticket field
mailingId:[[MAILING|ID|]]
Placeholders and merge fields explains how fields like these work in every tool.
Tip: Before the real send, send yourself a test email and click a rating.
Feedback in Maileon
Update contact's custom fields with feedback finds the Maileon contact whose email matches the customer email on the response, then writes to that contact's fields. If the response has no customer email, or no Maileon contact has that email, nothing gets written.
To set it up:
In Maileon, create the custom contact fields you want Simplesat to fill, such as the latest rating, the sentiment and the comment.
On the Maileon page in Simplesat, click Activate integration on Update contact's custom fields with feedback.
In Field mapping, find each Maileon field, choose Use data from response, and pick the Simplesat value you want in it. Field mapping reads your Maileon fields each time the page loads. If a field you just created isn't listed, reload the page.
Click Save.
Simplesat writes to the contact at least five minutes after a response arrives. If the response changes later, Simplesat writes again and replaces what the field held.
Heads up: The integration has no survey setting. Once it's active, it runs on every response that has a customer email, from every survey, including surveys that weren't in your Maileon mailings.
The full detail on Field mapping and timing is in Writing feedback back, and mapping the fields.
Troubleshooting
Ratings don't show up on my Maileon contacts
Simplesat writes only to the Maileon contact whose email matches the customer email on the response. If a rating is missing, check these:
The response has a customer email. A survey in a Maileon mailing gets it from
[[% email]], which Maileon fills in when it sends.A contact with that email exists in Maileon.
Every field you want filled has a Simplesat value in Field mapping, and you clicked Save.
At least five minutes have passed since the response arrived.
The integration shows as active. After Revoke access and Authenticate, you have to click Activate integration again.
A custom field I created in Maileon isn't in Field mapping
Reload the page. Field mapping reads your Maileon fields each time the page loads. If the field still doesn't appear, make sure it's a custom contact field in Maileon.
My Maileon integration stopped working
Someone may have deactivated the API key in Maileon, or the key may have expired, if it had a validity date. To fix it:
In Maileon, go to Settings, then Account, and open the page that lists your API keys. Create a new API key and copy it.
In Simplesat, click Revoke access on the Maileon page.
Click Authenticate, paste the new key and click Authenticate.
Click Activate integration on Update contact's custom fields with feedback.
FAQ
Do I need to connect Maileon to put a survey in Maileon emails?
No. The survey code works without connecting. You only need to connect Maileon if you want response values on your Maileon contacts.
Can I see which Maileon mailing a response came from?
Yes. Each response saves the mailing's subject as its ticket subject and the mailing ID as the ticket field mailingId.