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Setting up a Kaseya BMS Thermometer

Create your Kaseya BMS Embedded Thermometer

Create a new Embedded Thermometer.

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

Customize your Thermometer and Landing pages as required.

Generate your embed code

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

Edit the fields shown below as required.

To find others, double click the field on the right sidebar within your Kaseya BMS template editor and copy the syntax shown.

Click Generate HTML.

Copy the HTML generated to your clipboard, ready for pasting into your Kaseya BMS account.

Set up your Kaseya BMS account.

Firstly, define your Internal Survey Scores.

This will allow you to create averages & scores for agents & ratings within your Kaseya BMS reporting.

Next, create your first survey. This will enable a shortcode to be inserted within email templates.

From your toolbar, within “Settings” > “Service Desk”, select “Survey Integration Settings”

Create a survey name and choose Customer Thermometer as the survey type:

Next, select the “Survey Score Mappings” tab and map your External Scores to Internal scores as shown:

Click SAVE when you’re finished and your survey will now be stored and available across your account.

You are free to add additional, uniquely named, surveys.

Add feedback buttons to email notification templates

Once your survey(s) are stored, you can add them to an email template.

Customize your Ticket Closure notification and/or your Ticket Updated notification:

Position your cursor at the relevant point and insert a survey from the dropdown menu:

This will add feedback buttons to each notification and allow you to track 1-click feedback, identifiable to that customer, agent and ticket ID.

The end result

Depending on how you’ve configured your Kaseya BMS account, when a note is updated / ticket is solved, feedback buttons will track the recipient, ticket and agent details inside your Customer Thermometer account.

Your outbound email will look something like this:

Kaseya BMS ticket survey

When a customer clicks a rating – it is stored within your Customer Thermometer account.

In addition, the ratings and comments are then added directly against the Kaseya BMS ticket:

Final steps

Once you’ve embedded your Thermometer into Kaseya BMS, you’ll need to finalize your landing pages. You can enable a comment field, add your logo, customize the wording, and lots more!

Simply go to ‘Manage Thermometers‘, and click to edit your Thermometer. Our guide to Creating landing pages will take you through the options…and if you’d like some inspiration, take a look at our top tips for beautiful landing pages.

Don’t forget you can also enable instant email alerts, and set a lockout to prevent the same person responding more than once within a chosen timeframe.

Updated on August 24, 2020

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