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Setting up a Kustomer CRM Thermometer

Step 1: Create your Embedded Thermometer

Create a new Embedded Thermometer.

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

Next, enter your Kustomer sub-domain name.

If your Kustomer URL is https://acmewidgets.kustomerapp.com, Enter acmewidgets in the box:

This will allow direct links back to Kustomer conversation threads, from within your Customer Thermometer reporting screens.

Customize the remainder of your Thermometer and Landing pages as required.

Generate your embed code

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

You can find the Kustomer Merge fields by creating a shortcut within Kustomer, and using the ‘insert dynamic text‘ option to drop the relevant merge field into the shortcut. You can then copy that merge field for use in Customer Thermometer.

Click ‘Generate HTML’:

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

Step 2: Add feedback icons to Kustomer conversations

Login into your Kustomer instance, with admin access.

Visit Settings >Templates:

 

Create a new email template:

Give it a name when you see the popup.

You’ll then see an edit template box. Delete the default HTML code and paste the Customer Thermometer embed code, created in Step 1 above.

You can amend the layout and styling as you see fit.

Ensure you do not alter the URL hyperlinks attached to each image, or your Thermometer will not work.

Click the preview tab to take a look at your new reply signature:

Finally, ensure you select your new signature to be the default template:

That’s it – all replies from your team will now allow your customers the ability to provide feedback at any point in the Kustomer conversation. All ratings and comments and links back to the relevant conversation will appear in your Customer Thermometer reporting.

Updated on July 18, 2018

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