Set Up Simplesat Integration

Before you start

Review the following information before you connect Simplesat to Gladly.

• This is a two-part configuration process that must be done in sequential order:

  • Link Simplesat to Gladly – Create the API token in Gladly to authenticate with Simplesat

  • Create surveys – Build the surveys you want triggered when closing email Conversations.

Create the API token

Create a Gladly user account where the API token will be attached.

Create a user

1. Create a new user account. See Create a unique user account.

   • Assign this user the Administrator, Agent, and API User roles.

   • Use an email address you can access to set the password for the user account.

2. Once the user account is created, log into Gladly to create an API token using the new user account.

   • Note – Don’t forget to save the token you create! You won’t be able to reaccess the token once you exit the screen.

3. Next, go back to the Gladly integrations page by clicking here, then click Authenticate. Enter the following:

   • Domain – Enter your Gladly domain address (exclude the URL protocol).

   • Username – Enter the email address of the Gladly user linked to the API token.

   • API token – Paste the token from Gladly.

4. Click Authenticate.

You’re now authenticated with Gladly. More information about how the integration works can be found in Simplesat’s help site.

Create surveys

See Add a Simplesat survey to Gladly to learn how to create surveys.