Integration with CrewHu

This section describes how to set up CodeTwo Email Signatures 365 to add CrewHu one-click surveys to your Microsoft 365 email signatures.

CrewHu is an employee recognition software, which allows measuring customer satisfaction (CSAT) with one-click surveys. The data is collected with each customer’s click and the results can be viewed in the CrewHu dashboard.

Inserting one-click surveys to email signatures added by CodeTwo Email Signatures 365 provides many opportunities:

• simple design and lack of long surveys, which increases the customer response rate;
• rating buttons can be attached to each email, without any actions from users;
• get very accurate data on your customer satisfaction level and use it in an employee recognition software.

Creating new users in CrewHu

The first step is to populate your CrewHu account with users who will have CSAT surveys added to their email signatures.

1. To add a new employee, log in to your CrewHu account. Then, use the left menu (Fig. 1.) to go to Organization (under the Settings section) > Employees.

Fig. 1. CrewHu navigation menu.

2. On the Employees List (Fig. 2.) page, you can create new users. Click the Add button to start.

Fig. 2. CrewHu Employees List settings.

3. The Add Employee view is displayed (Fig. 3.). Fill in the user’s details. The required fields are the user’s Name, Email and Profile (Admin, Manager or Employee). You need to pay extra attention to the Email field – CrewHu will send an activation link to the address you specify. Users will need this link to access their CrewHu profiles.

Fig. 3. Adding an employee in CrewHu.

4. Each employee has their unique ID number generated. You can get respective users' ID numbers by choosing a particular user on the Employees List screen (Fig. 2.). User's ID is the value which shows in the browser's address bar, just after the last slash (Fig. 4.). Make sure you copy each user's ID, as it will be required in the further part of the integration process.

Fig. 4. Acquiring the CrewHu user's ID.

5. Next, go to your profile page by clicking your username in the top right corner and selecting My Profile (Fig. 5.).

Fig. 5. Accessing the My Profile page.

6. On the My Profile page, you will see the Email Signature Snippet section (Fig. 6.). Click View/Copy and then </> Source Code to preview your one-click survey in HTML.

Fig. 6. Email signature snippet.

7. In the HTML source code view (Fig. 7.), copy the HTML code of the one-click survey by clicking Copy to Clipboard. Save the code (for example, to a text file) because you will need to paste it later in the WYSIWYG signature template editor.

Fig. 7. HTML source code view.

Adding CrewHu IDs to a Microsoft 365 tenant

Next step is to add CrewHu IDs to the users in your Microsoft 365 tenant.

1. Sign in to the Microsoft 365 admin center of your tenant.
2. Go to Users > Active users in the left-hand menu, and then select the user whose CrewHu ID you have (Fig. 8.).

Fig. 8. Accessing the list of active users in Microsoft 365.

3. In the pane that opens, go to the Mail tab and click the Edit Exchange properties link (Fig. 9.).

Fig. 9. The Edit Exchange properties link.

4. In the new window, click More options (Fig. 10.) and edit your user’s custom attributes by clicking the pencil icon.

Fig. 10. Accessing more options in the Edit User Mailbox window.

5. Here, paste the User ID taken from your CrewHu account (see Fig. 4.) into one of the custom attribute fields, as shown in Fig. 11. Repeat this for all users – remember to always paste each ID into the same custom attribute field (the same number) for every user.

Fig. 11. Editing custom Exchange attributes.

Learn how to set Microsoft 365 custom attributes with PowerShell

Adding a Crew HU survey to an email signature

This section will show you how to create a new signature rule which will add CrewHu one-click surveys to email signatures sent outside your company.

1. Start with creating a new signature rule and naming it (Fig. 12.).

Fig. 12. Adding a new signature rule.

2. Then go to the Recipients step and select External recipients in the top list (Fig. 13.).

Fig. 13. Setting email direction to external only.

3. Next, switch to the Design step and click Edit signature (Fig. 14.) to edit your signature template.

Fig. 14. Editing email signature template.

4. In the signature template editor, click the HTML snippet button (Fig. 15.) to insert your CrewHu one-click survey.

Fig. 15. Accessing the Insert HTML snippet window.

5. Now, paste the HTML code copied from the CrewHu email snippet preview (see Fig. 7.). If you want the graphics to be embedded into the email signature, select the checkbox at the bottom part of the window. Then, click Insert (Fig. 16.).

Fig. 16. The Insert HTML snippet window.

6. Back in the editor, click the </> HTML source button (Fig. 17.) to access the HTML source code view.

Fig. 17. Accessing the HTML source code view.

7. In the window, find the user’s id value (Fig. 18.). The value can be found between users_ids= and &amp; phrases.

Fig. 18. User's ID value found in the HTML source code editor.

8. Using the placeholder picker (Fig. 19.), replace the values found in the previous step with the custom Exchange attribute you have defined earlier (see Fig. 11.). For example, if you have chosen Custom Attribute 1, replace the user’s id with {CustomAttribute1}. When you substitute all user's ID values with the correct placeholder, save the changes and exit the HTML source code view window.

Fig. 19. Adding the custom Exchange attribute using the placeholder picker.

9. For the last step, you can surround the survey with the Remove Text ({rt}) tags (Fig. 20.). This way, only users who have user IDs will get one-click surveys in their email signatures.

Fig. 20. Adding Remove Text tags.

10. A basic one-click survey looks as shown in Fig. 21. You can modify it by changing fonts and images so that it fits your design and visual identity.

Fig. 21. A sample signature with a one-click survey.

11. CrewHu dashboard lets you track your CSAT survey results in real time (Fig. 22.):

Fig. 22. CrewHu dashboard with sample survey results.