Customer Satisfaction Score (CSAT) email template distribution in Kustomer

This article will show you how to start measuring Customer Satisfaction Score (CSAT) directly in your Kustomer email template (signature).

You can either follow the integration video manual or follow the written documentation below the video.

Integration video manual

Written documentation

Requirements

Admin access to a Nicereply
Admin access to a Kustomer

Connecting Kustomer with Nicereply

1. Choose the CSAT metric in the “left menu” in your Nicereply account. Click on START CSAT. If you do not see the START CSAT button click on NEW SURVEY button in the top left corner of the screen. Then, Choose your primary CSAT question rating scale. Once you choose the survey rating scale it is not possible to change it later.

2. From distribution options choose EMAIL TEMPLATE

3. You’re on the app directory page now, click on Kustomer icon

4. In the next step add your Kustomer URL, (e.g. acme.kustomerapp.com) and your API key. To get your API key go to Settings > Security > API keys > New API key. You need to create new API key and add roles: org.admin.read, org.admin.write, org.user.read, org.user.write. Make sure to set expiration date to "No Expiration"!

Hit Connect and continue to activate your agents in the next step.

5. Add your user from Kustomer to Nicereply by clicking continue. New users will get an automated email with login instructions from us.

Adding email template to Kustomer

6. You're on a good way! To collect customer feedback, you need to place CSAT (smiley faces) into your Kustomer email templates. Now copy code for CSAT (smiley faces).

7. Now go to your Kustomer account > Settings > Administration > Email Templates > Add new template. Select the name for your new template and choose Code editor, then click Create