How do I get started?
There’s a 1-time set up of your survey template in the Manage Thermometers area. You can come back to edit the settings any time you wish.
You create your survey buttons and template, and then customize the landing pages you want your recipients to see.
How you then implement the survey will depend on the Thermometer type you’re using:
Embedded Thermometer: we generate a snippet of HTML code and you paste it into your CRM or Helpdesk app’s email template area.
Outlook signature Thermometer: we generate a set of icons and links for you to add to the Outlook signature.
Email Thermometer: you simply create a List of contacts in your Customer Thermometer account and send out your “Blast”.
2. Plan things out
3. Time to set up a Thermometer
4. Let’s get some feedback
With your first Thermometer template created, it’s time to test it out.
Customer Thermometer works with hundreds of apps, like Salesforce, ServiceNow, Zendesk and more. To get help on how to connect CT and your system, visit the integration help page.
If your app isn’t listed, get in touch. It’s likely we can quickly and easily get it working for you.
Whichever Helpdesk / PSA / CRM system you use, the principle is the same.
First, we generate the snippet of HTML code. You paste the code into an email template inside your system.
Once saved, it will look something like this:
How does it work?
We merge variables from email templates in your Helpdesk/CRM/email system into our tracking links, to provide identifiable tracking information which is then stored in your Customer Thermometer account. Each app is slightly different and there are different instructions and possibilities.
It’s simple. No developers are needed.
To send Email Thermometers from our system, you’ll need to create a list of recipients.
You can type your List in by hand, or upload a CSV List directly into the app.
You can upload, create and save as many Lists as you want so that you can come back and reuse them at any time.
Once you’ve uploaded your List of contacts, click the “Send a Blast” button on the main menu. Then simply select your Thermometer template, and your List.
You can send it out immediately, or time it for the future.
You can preview your survey again before you send it, as well as send a test to yourself. it looks like this: