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Setting up a Netsuite Thermometer

Add Customer Thermometer feedback buttons to user profile signatures OR to email templates – used manually by an agent, or triggered via workflow.

Create your Netsuite 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 Netsuite email tags you wish to track),

Click “Generate HTML”:

Integrating Netsuite with Customer Thermometer

Suggested fields are included below for easy cutting and pasting:

${customer.firstName}
${customer.lastName}
${customer.email}
${customer.id}
${salesrep.email}
${salesrep.firstName}
${salesrep.lastName}
${user.email}

Copy the HTML generated in the box on the right hand side ready for adding to Netsuite.

 Add Customer Thermometer feedback buttons to user profile signatures

Visit your user profile page and paste the HTML code generated above into the user signature box.

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Feedback buttons will then appear at the bottom of all emails sent by that user.
Recipients will be tracked in your Customer Thermometer reporting.

To track the user’s details (in order create league tables of your team or send email alerts based on responses / comments etc), ensure {user.email} is added to one of the custom fields, when generating the embed code within Customer Thermometer.

Note there is no dollar sign for this tag when used in this format.

2) Add Customer Thermometer feedback buttons to Netsuite Email Templates

Whether agents use Email Templates selectively, or they are triggered via workflow, you can add feedback buttons into Netsuite Email Templates to rate performance.

Vvisit the Email Templates area:

NetSuite integration

Create a new Email Template, or edit an existing one.

It’s simplest to paste the HTML code you generated from above, into Email Templates, using the HTML editor. To do this, click the ‘source’ button as shown, to view the Email Template in HTML mode.

NetSuite integration

Paste in your generated embed code at the right point within your template. It could be as a footer or within the body of the email.

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Once complete, save your template and it’ll be ready for use. Your Netsuite integration is complete.

When an email is sent to a Netsuite contact, the merge variables will pull together the agent contact data, with the recipient’s contact data and all identifiable feedback records will be stored in your Customer Thermometer reporting.

Updated on July 14, 2017

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