Email alerts for clicks
You can set up instant email alerts to be sent to recipients of your choice. These can be set up per Thermometer, and you can choose to have them sent to different individuals depending on which colour response was clicked.
To enable email alerts, go to “Manage Thermometers”, edit a Thermometer and scroll down to “Email alert notifications”:
Select the ratings type that you would like to receive alerts for and then enter the appropriate email address(es) of where you would like the alerts to be sent to. If you are using Outlook or Gmail Thermometers please scroll down to the ‘How do alerts work for Outlook / Gmail signatures?’ section.
Please note data you decide to capture next to a response within your reporting will be shown within the email alerts including IP and country of that recipient. If you would not like the IP or country to be displayed within the email alert please head to Settings > Custom Field Labels tab > tick the appropriate boxes for you and hit save:
Email alerts for comments
You can also enable email alerts for comments. These will be separate to the alerts for clicks.
To enable comment alerts, go to “Manage Thermometers”, select the Thermometer you want to edit, and then select the “Landing page setup” tab.
Scroll down to “Comments setup”:
Enter the email address(es) you want to be alerts sent to, once a comment has been submitted. Again, you can specify different recipients depending on which colour response was clicked.
Using custom field data to route the email alerts
You can use custom fields to route alerts to different people depending on who or what the response related to.
For example, you might choose to capture the employee/sender’s details in Custom 1-3, and their manager’s email in Custom 4. You could then simply enter [custom_4] into the email alert settings:
The email alert would then be automatically routed to whatever email address was captured in Custom 4.
How do alerts work for Outlook / Gmail signatures?
Because most Outlook/Gmail signature responses are anonymous, the alerts work slightly differently.
Email alerts will only be triggered if the recipient of the survey either enters their email address on the landing page or clicks ‘No thanks’ to indicate they don’t wish to identify themselves. This means that if a recipient simply closes the landing page without actioning either of those things, you will not receive an email alert. You will also, of course, need to have the email capture tool enabled for the above to apply otherwise no alerts will be triggered at all.
The reason it works in this way is that the email alerts are primarily designed to help with following up with the customer. So because Outlook and Gmail Thermometer responses are initially anonymous, the email alert is essentially ‘held back’ until the recipient has had an opportunity to add their email address or confirm they don’t want to. If they don’t do either, then the alert will not be triggered.
If you would prefer to receive instant email alerts for all responses, even if they’re anonymous, please enable the following setting on the ‘Landing page setup’ tab under the email capture tool:
Please note that if a recipient clicks on an icon you will instantly receive one anonymous email alert. If the recipient then decides to leave an email address to identify themselves you will receive another email alert with that recipient’s email address triggered by the email capture tool.
The comment alerts for Gmail and Outlook Thermometers remain the same as the standard set-up mentioned above.
If you have any questions at all please contact email@example.com.