Simplesat allows you to create a CSAT, CES, or NPS survey that you can embed directly in Accelo email notifications templates.
In this article:
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 Accelo on the pop-up box.
Click the Generate Embed Code button. Make sure you're on the HTML option, then click Copy survey.
Accelo email placeholders
These are automatically included when you generate a Accelo survey embed code, but here they are just in case. 😉
Team Member Email |
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Team Member ID |
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Team Member First Name |
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Team Member Last Name |
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Customer Email |
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Customer ID |
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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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Custom ticket fields |
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Department, Location, Priority, etc. |
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Priority |
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Description |
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Class |
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Ticket type |
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Ticket status |
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Add your survey to Accelo Tickets
Head over to your Accelo account, and navigate to the Settings (gear icon) > Tickets > Types, Progressions & Fields.
On the Status Progressions section, click Ticket Resolved Actions > Ticket Closed Notification.
On the Edit Activity Action page, click the Source code icon in the toolbar.
Paste the HTML code that you copied from your Simplesat account to where you'd like the question to appear and click Ok.
You may find that the rating images having borders, like this:
To fix this, click the Source code icon, and add this declaration to each icon's style attributes:
border-style:none;
The icons should look like this after adding the declaration:
Once you're happy with how the survey looks, click Ok and Save the status.
Add a Simplesat survey to Accelo Projects
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 Accelo Project on the pop-up box.
Click the Generate Embed Code button. Make sure you're on the HTML option, then click Copy survey.
Accelo Project email placeholders
These are automatically included when you generate an Autotask survey embed codes, but here they are just in case. 😉
Team Member Email |
|
Team Member ID |
|
Team Member First Name |
|
Team Member Last Name |
|
Customer Email |
|
Customer ID |
|
Customer First Name |
|
Customer Last Name |
|
Company Name |
|
Ticket ID |
|
Ticket Subject |
|
Head over to your Accelo account, and navigate to the Settings (gear icon) > Projects > Types, Progressions & Fields.
On the Status Progressions section, click Project Complete > Project Complete Notification.
On the Edit Activity Action page, click the Source code icon in the toolbar.
Paste the HTML code that you copied from your Simplesat account to where you'd like the question to appear and click Ok.
You may find that the rating images having borders, like this:
To fix this, click the Source code icon, and add this declaration to each icon's style attributes:
border-style:none;
The icons should look like this after adding the declaration:
Try it out!
Create a test ticket with yourself as the requester. Check your email and click any rating that you like. Once you do, new feedback should instantly show up in your Simplesat dashboard. 🎊
Note: The Staff Member access in Accelo do not, or are not allowed to get emails from Accelo, so you'd need to test the survey using different access (normal user access). Otherwise, the information wouldn't populate in the survey.
If you run into any issues let us know and we'll be happy to help troubleshoot. 🙌