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Setting up a Hubspot Thermometer

Create your Hubspot Embedded Thermometer

Create a new Embedded Thermometer.

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

Generate your embed code

Click the Generate embed code button.

A pop-up will open where you can preview your Thermometer, choose what data is collected alongside your responses, and then generate your code.

You will see that we have provided some HubSpot Personalization Tokens that you might find useful, but you are free to change these and/or add more, depending on what information you wish to track alongside your responses:

For reference, the Tokens that are populated by default are:

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

You can find additional Personalization Tokens within Hubspot by inserting them into your Hubspot email template, and then switching to ‘Source code’ view to see view/copy the exact syntax of the token.

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 February 20, 2020

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