Simplesat

Web-embed surveys

Installing web-embed surveys in an app or website

Send surveys out in emails to your clients

Publishing Surveys

Choosing a helpdesk source

Embedding a generic survey

Add any variable/placeholder/merge tag in rating URLs

Including custom ticket and team member placeholder fields in a survey

Variables / merge tags / placeholder values to include in rating URLs

List of email placeholders for common helpdesks

Link to the first question of a survey

👨‍💻 Embed

Increase your survey response rates by sending follow-up emails to customers who haven't opened or answered your surveys.

Automated email survey reminders

One-off email surveys

Ongoing email surveys

Set up the sender details, subject, message, design, and language for your survey emails.

Email survey customization

Email distribution types for surveys

Configuring your Audience rules for sending directly out of Simplesat

How email delivery settings work for surveys

Event-Based Email Surveys in Simplesat offer a seamless and efficient way to gather feedback at crucial customer interactions.

Event-based email surveys

✉️ Email

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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