Simplesat allows you to create a CSAT, NPS, CES or 5-star survey that you can embed directly in Inserve's quick answers.
Create your survey
First, create a new survey.
Customize the survey settings to your heart's desires. π Then, choose the Integrate with another tool option in the Publish tab.
Select Inserve in the pop-up box.
Click the generate embed code button. Make sure you're on the visual option, then click copy survey.
Inserve email placeholders
These are automatically included when you generate an Inserve survey embed code, but here they are just in case. π
Team Member First Name |
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Team Member Last Name |
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Customer Email |
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Customer First Name |
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Customer Last Name |
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Company Name |
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Ticket ID |
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Ticket Subject |
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Add your survey in Inserve's quick replies
Head over to your Inserve account and click your profile picture in the top right corner, then click on instellingen.
Next, go to service > snelle antwoorden.
Create a new quick reply or edit an existing one.
Paste your survey which you've copied from Simplesat earlier at the location where you want the survey to be displayed.
Then click save to save your email template.
Try it out!
Create a test ticket with yourself as the contact. Select the quick reply and send it, then check your email and click any rating that you like. Once you do, new feedback should instantly show up in your Simplesat dashboard. π
If you run into any issues let us know and we'll be happy to help troubleshoot. π