Connecting to Simplesat

Are you using Simplesat to gather satisfaction feedback from your customers?  Good news - we now have Simplesat as a featured integration within our application.  This means you can now create beautiful dashboards and reports to have all of your data in one consolidated location.

Here's a quick document to help you get set up.

Step 1 - Log in to your BrightGauge Account

If you haven’t created an account yet, go here to get started.

  • New Accounts

On first login, from the account Overview page, click on the "Add a Datasource" button:

  • Existing Accounts

From the account Overview page (to access click on the BrightGauge logo on the top left hand corner), click on "Add a new Datasource" towards the bottom right of the page (next to the list of your existing datasources):

 

Or, click on the "Data" menu on the the top righthand corner of the screen, and select "Datasources" from the drop down menu:

 

Now, you will find the Simplesat datasource under the "CSAT" category or "All".  If you're interested in other Integrations, simply browse the additional categories that are available for you to select from.

 

 

Step 2 - Configure the Datasource

Whether a new or existing account, clicking on the Simplesat datasource logo will bring you to the following page:

Image_2019-09-16_at_1.13.02_PM.png

Simply fill out the form with the following fields:

  • Name: Choose a name for your datasource - Many of our users will simply title it Simplesat 
  • API Key
    • To locate your API Key in your Simplesat account, please follow these steps:

      1. Log into your Simplesat account.
      2. Click "Account Settings" from the Top Menu.
      3. Scroll to the bottom of the page and expand the "Account Key" accordion.
      4. Copy the Account Key to your clipboard and paste in BrightGauge.

Step 3 - Test the Connection

Make sure to test the connection to make sure all settings are correct.  Once successful, save the datasource.

Dashboards, reports, datasets and gauges will be added to your account after the datasource is saved. They will start syncing immediately and typically complete syncing after 20-30 minutes.

Your Default Dashboards

  • BGS - Simplesat Helpdesk CSAT
  • BGS - Simplesat NPS

Your Default Report Templates

  • Simplesat - NPS
  • Simplesat - CSAT Scores

For a list of all default gauges, please visit the "Gauges" section of your account, sort by the Datasource you'd like to see and select for Default.

If you have any questions, don't hesitate to ask us at support@brightgauge.com.

 

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