1) The basics
Customer Thermometer helps Service Desks, Helpdesks, Customer Support, Customer Service and Success Teams get more feedback from customers and staff.
Send an email with our feedback buttons in. Recipients simply click a single icon, and can leave a comment. Their feedback is registered, they don’t need to confirm their choice.
There are three ways to ask for feedback:
You can use all types of survey from a single account.
How do I get started?
Section 3, below, gives you the detail. Here’s the overview:
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:
-For an Embedded Thermometer, we generate a snippet of HTML code and you paste it into your CRM or Helpdesk app’s email template area.
-For an Outlook signature Thermometer, we generate a set of icons and links for you to add to the Outlook signature.
-For an 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 Helpdesl/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.
Outlook / Gmail signature Thermometers
Choose Outlook Signature (or Gmail) from the first drop-down menu:
Follow the instructions to create your Thermometer and then click the “Generate embed code” button.
Once you’ve created your Thermometer, you can grab your icons and links and add them into your signature.
You can find a walk through here:
Either make it your default signature or do what many customers do and switch in a signature survey for relevant emails.
Note that our Thermometers will work with Mac Mail, Office for Mac, Lotus Notes, Gmail and all versions of Outlook.
Here’s an example:
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: