Simplesat allows you to create a CSAT, NPS, CES or 5-star survey that you can embed directly in Naverisk's email notification templates.

Create your survey

First, create a new survey.

Customize the survey settings to your heart's desires. 😁 Then, choose the Integrate with another tool option in the Publish tab.

Select Naverisk in the pop-up box.

Click the generate embed code button.

If you want to just paste the survey in the template editor, then select the visual option. If you want to paste the survey in a template HTML file, then select the HTML option.

Then click copy survey.

Naverisk email placeholders

These are automatically included when you generate a Naverisk survey embed code, but here they are just in case. 😉

Team Member ID	`{OwnerUserID}`
Team Member Email	`{OwnerUserName}`
Customer Email	`{Person.Email}`
Customer First Name	`{Person.FirstName}`
Customer Last Name	`{Person.LastName}`
Company Name	`{OwnerClient.Name}`
Ticket ID	`{SimpleIncident.IncidentID}`
Ticket Subject	`{IncidentDescription}`
Ticket Priority	`{SimpleIncident.TicketPriority.Name}`
Ticket Category	`{SimpleIncident.TicketCategoriesNameList}`
Ticket Source	`{IncidentSource}`
Ticket Subsource	`{IncidentSubSource}`
Ticket Jobtype	`{TicketJobType.Name}`
Ticket Severity	`{SLASeverityName}`

Add your survey to Naverisk's notification emails using visual mode

Head over to your Naverisk account, then go to settings > email templates.
Open the template where you'd like to embed the survey and paste the survey which you've copied earlier.

Pasting the survey in the visual mode tends to break the survey link. To solve this, select each individual rating icon and inspect the url.

In the window that pops up, search through the url for %7BSimpleIncident.IncidentID%7D and change it to {SimpleIncident.IncidentID}

The click save.
Repeat this for every rating icon.

Once that's all done save your template and you're all set! 🎉

Add your survey to Naverisk's notification emails using HTML mode

Open your HTML email template and paste the survey embed code which you've copied earlier in the location where you'd like it to be displayed.

Don't have an HTML template? Expand this section for an example.

<!DOCTYPE html>
<html lang="en">
<head>
    <meta charset="UTF-8">
    <meta name="viewport" content="width=device-width, initial-scale=1.0">
    <title>Ticket Closure Notification</title>
</head>
<body>
    <div style="font-family: Arial, sans-serif; margin: auto; max-width: 600px; padding: 20px;">
        <h2 style="color: #333333;">Ticket Closure Notification</h2>
        <p>Your ticket with ID <strong>{SimpleIncident.IncidentID}</strong> has now been closed.</p>
        <p>Here are the details of your ticket:</p>
        <ul>
            <li>Client Name: {ClientName}</li>
            <li>Ticket Subject: {IncidentSubject}</li>
            <li>Ticket Description: {IncidentDescription}</li>
            <li>Duration: {ShortDuration}</li>
        </ul>
        <p>If you have any further questions or concerns, please feel free to contact us.</p>
        <p>Thank you for using our services.</p>
        <p>Best regards,<br> [Your company name]</p>
    </div>
</body>
</html>

Save this as a file with an .html.template extension.

Save your updated HTML file, then head over to your Naverisk account.

Go to settings > email templates and click the green + icon next to the template which you'd like to replace.

In the pop-up window select your updated HTML template.

Your email template has now been updated! 🎉

Try it out!

Create a test ticket with yourself as the contact. Close the ticket, then check your email and click any rating that you like. Once you do, new feedback should instantly show up in your Simplesat dashboard. 🎊

If you run into any issues let us know and we'll be happy to help troubleshoot. 🙌

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