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.

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Fig. 1. CrewHu navigation menu.

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

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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.

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Fig. 3. Adding an employee in CrewHu.

  1. Each employee has their unique ID number generated. Respective users' ID numbers are available on their My Profile pages. The admin who manages signatures in your environment will need those numbers for one-click surveys to work. That is why each employee will have to provide the admin with their ID.
    If you are a user and want to get your ID number, go to My Profile page (Fig. 4.).

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Fig. 4. Accessing the My Profile page.

  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.

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Fig. 5. Email Signature Snippet.

  1. In this HTML source code view, you have two tasks to perform. First, 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.
    The second task is to copy User’s ID from the snippet. User’s ID is the text string inside the rating buttons' links. You can easily find it by using the Ctrl+F key shortcut and searching for users_ids=. The exact text piece you need to copy is between users_ids= and &survey_type (Fig. 6.). Select the required fragment and copy it. You will need to add it as the user’s custom attribute in Office 365. Remember that you will need to add respective IDs for each user who will have the one-click survey added to their email signature.

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Fig. 6. User's ID.

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 Admin center.

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Fig. 7. Access to Office 365 Admin Center.

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

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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.).

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Fig. 9. The Edit Exchange properties link.

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

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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.

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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.).

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Fig. 12. Adding a new signature rule.

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

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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.).

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Fig. 14. Editing email signature template.

  1. In the opened signature editor, you will need to click the </> Source button (Fig. 15.) to access the HTML source code view.

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Fig. 15. Accessing the HTML source code view.

  1. Now, paste the HTML code copied in step 6 of Creating new users in CrewHu. Then, find the first User’s ID in the first button’s link and highlight it (Fig. 16.).

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Fig. 16. CrewHu User's ID.

  1. When it is already marked, click AD attributes > Message sender > Custom AD Attributes (Fig. 17.) and choose the same attribute number as the one defined in step 11. This should substitute the ID with a placeholder. Thanks to that, one-click surveys will be personalized for each user in your company, linking to the right employee. Now repeat the procedure for the remaining two IDs in the HTML code (Fig. 16.), save the changes and exit the HTML view.

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Fig. 17. Replacing User's ID with a custom Exchange attribute.

  1. For the last step, you can surround the survery with the remove text ({rt}) tags (Fig. 18.). This way, only users who have user IDs will get one-click surveys in their email signatures.

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Fig. 18. Adding remove text tags.

  1. A basic one-click survey looks as shown in Fig. 19. You can modify it by changing fonts and images so that it fits your design and visual identity.

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Fig. 19. A sample signature with a one-click survey.

  1. CrewHu dashboard lets you track your CSAT survey results in real time (Fig. 20.):

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Fig. 20. CrewHu dashboard with sample survey results.

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