Overview
Want to get an overview of the service?
Here we show the process, without the detail.
Either type or paste your contact data into the relevant boxes, or more commonly, import via a CSV file – which can easily be created in Excel using the template provided.
We also allow you to add custom fields such as department or city, so that you can filter your results more meaningfully.
We know that contact data changes – account managers change, contacts move companies.
We’ve therefore made it straight forward to edit your contacts by introducing inline editing. Simply click on a contact field and make your edit. Clicking away from the field saves your data immediately.
All of your contacts from all of your lists are consolidated into a single master list – so that you can recreate new lists or add contacts to existing ones by selecting from the master list.
Deleting contacts is straight forward, which will delete them from all lists, whilst retaining their reporting data.
Many of our customers add additional data to their contact lists.
For example, add a region, account manager and status to a contact (in addition to their email address, first name, last name and company).
This means you can then sort your results by category to give you even more insight.
You can also add custom fields to your Thermometer template – a bit like a mail merge in MS Word.
You could ask how [Account manager] has been performing. Depending on who receives the Thermometer, the relevant Account manager’s name is inserted.
Or, you could send a red alert notification to [Sales Manager email address] and the relevant Sales manager, associated with that contact is then notified.
There’s plenty of help inside if you need it.
In just 30 seconds you could be sending Thermometers to your customers for free.