1. Home
  2. Integrations
  3. Setting up a Hubspot Thermometer

Setting up a Hubspot Thermometer

Create your Hubspot Embedded Thermometer

Create a new Embedded Thermometer.

Choose “Basic HTML” from the i) Embedded Thermometer type drop down box.

Generate your embed code

Click the Generate embed code button. You will see a window popup.

Add the suggested fields shown below (or any other HubSpot Personalization Tokens you wish to track), and click “Generate HTML”:

1-click survey generation for HubSpot

Suggested Personalization Tokens are included below for easy cutting and pasting:

{{contact.firstname}}
{{contact.lastname}}
{{contact.email}}
{{contact.company}}
{{contact.currentlyinworkflow}}
{{owner.fullname}}
{{owner.email}}

You can use additional Tokens by inserting them into your email template and switching to source code view to see view the exact syntax.

Click “Generate HTML”.

Copy the HTML generated in the box on the right hand side.

Add Thermometer icons to your HubSpot email template

Goto  Productivity > Campaigns > YOUR CAMPAIGN > Create / Edit an Email using the Email Builder:

HubSpot integration step 1

Click  ‘Source code’ to view the Email Template in HTML mode:

Source code viewer

Paste in your Customer Thermometer generated embed code at the correct point.

It could be as a footer or in the body of the email.

Adding embed code couldn't be simpler. No developers needed!

Once complete, save your template and it’ll be ready for use:

Lo and behold - a 1-click survey to delight your customers

Note you can create your own icons and layout and use the WYSIWYG editor to attach the Customer Thermometer generated links to the images.

When it’s sent to a HubSpot contact, the merged variables will pull together the relevant Personalization Tokens and all identifiable feedback records will be stored in your Customer Thermometer reporting.

 

 

Updated on July 18, 2017

Was this article helpful?

Related Articles