Integration with CrewHu

This section describes how to set up CodeTwo Email Signatures for Office 365 to add CrewHu one-click surveys to your Office 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 for Office 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.

Currently, the integration process might seem a bit complicated. Together with CrewHu team we are working on making the integration quicker and easier.

Add one-click CSAT surveys to Office 365 email signatures

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

Creating new users in CrewHu

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

Integration between ESIG 365 and CrewHu 1
Fig. 1. CrewHu navigation menu.

  1. On the Employees tab (Fig. 2.you can create new users. Click the Add button to start.

Integration between ESIG 365 and CrewHu 2
Fig. 2. CrewHu Employees tab.

  1. 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.

Integration between ESIG 365 and CrewHu 3
Fig. 3. Adding an employee in CrewHu.

  1. Each employee has their unique ID number generated. You can get respective users' ID numbers by choosing a particular user on the Employee tab (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.

How to get CrewHu User's ID
Fig. 4. Acquiring the CrewHu user's ID.

  1. Next, go to My profile page (Fig.5.).

Integration between ESIG 365 and CrewHu My Profile

  1. When you scroll down the My profile page, you will see the email signature Snippet (Fig. 5.) Click View/Copy and then </> Source Code to preview your one-click survey in HTML.

Integration between ESIG 365 and CrewHu 5
Fig. 5. Email Signature Snippet.

  1. In this HTML source code view, you have two tasks to perform. Here, copy the HTML code of the one-click survey by clicking Copy to Clipboard. Save this code (for example, to a notepad text file) because you will need to paste it later in the WYSIWYG email signature editor.

CrewHu CodeTwo integration Edit Snippet
Fig. 6. HTML source code view.

Adding user IDs to Office 365 tenant

  1. Now head on to your Office 365 tenant and click the Admin button (Fig. 7.) to go to the Microsoft 365 admin center (Office 365 admin center).

Integration between ESIG 365 and CrewHu 7
Fig. 7. Access to the Microsoft 365 admin center.

  1. In the Admin center use the left menu to view your Active users (Fig. 8.)

Integration between ESIG 365 and CrewHu 8
Fig. 8. Access to the list of active users in Office 365.

  1. In this view, choose the user whose CrewHu ID you have, go to Mail Settings tab and click Edit Exchange properties (Fig. 9.).

Integration between ESIG 365 and CrewHu 9
Fig. 9. The Edit Exchange properties link.

  1. In this new window, click More options (Fig. 10.) and edit your user’s custom attributes.

Integration between ESIG 365 and CrewHu 10
Fig. 10. Accessing more options in Exchange attributes window.

  1. Here, paste the User ID taken from the Signature Snippet in My Profile of the right user (see step 6) into one of the custom attribute fields, as shown in Fig. 11. Repeat this for all users - remember to always paste IDs into the same custom attribute field (the same number) for every user.

Integration between ESIG 365 and CrewHu 10-1
Fig. 11. Edit custom Exchange attributes.

Note that in order to use Exchange custom attributes in CodeTwo Email Signatures for Office 365, you will need to make sure that they are in sync.
Learn more about syncing custom attributes in CodeTwo Email Signatures for Office 365.

Create a new signature rule in CodeTwo Email Signatures for Office 365

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.).

Integration between ESIG 365 and CrewHu 11
Fig. 12. Adding a new signature rule.

  1. Then go to the Email direction tab and choose external only (Fig. 13.).

Integration between ESIG 365 and CrewHu 12
Fig. 13. Setting email direction to external only.

  1. Next, switch to the Design tab, choose or create a template and click Edit signature (Fig. 14.).

Integration between ESIG 365 and CrewHu 13
Fig. 14. Editing email signature template.

  1. In the opened signature editor, you will need to click the <> Insert HTML snippet button (Fig. 15.) to insert your CrewHu one-click survey.

Insert HTML Snippet to email signature
Fig. 15. Accessing the Insert HTML snippet window.

  1. Now, paste the HTML code copied in step 7 of Creating new users in CrewHuIf you want the graphics to be embedded into the email signature, mark the checkbox at the bottom part of the window. Then, click Insert (Fig. 16.).

CrewHu insert HTML Snippet
Fig. 16. The Insert HTML snippet window.

  1. Back in the Editor, click the </>Source button (Fig. 17.) to access the HTML Source code view.

Accessing the HTML code view
Fig. 17. Accessing the HTML source code view.

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

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

  1. Using the placeholder picker (Fig. 19.), replace the values found in the previous step with the custom Exchange attribute you have defined in step 11. For example, if you have chosen Custom Attribute 1, replace the user’s id with {ExchAttr1}. When you substitute all user's ID values with the correct placeholder, save the changes and exit the HTML source code view.

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

  1. 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.

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Fig. 20. Adding remove text tags.

  1. 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.

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

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

Integration between ESIG 365 and CrewHu 18
Fig. 22. CrewHu dashboard with sample survey results.

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