Integration with Customer Thermometer
This section describes how to integrate CodeTwo Email Signatures for Office 365 with Customer Thermometer. Customer Thermometer is an easy-to-use customer satisfaction survey tool which can add 1-click surveys (referred to as Thermometers) to your email signatures. Customer responses can be analyzed with advanced reporting tools offered by the Customer Thermometer service.
Integration of the Customer Thermometer service with CodeTwo Email Signatures for Office 365 allows you to:
- embed customer satisfaction surveys into personalized email signatures,
- get a high response rate thanks to non-invasive 1-click surveys,
- analyze customer responses and react in real time.
Creating a new Thermometer
First, you need to configure your Customer Thermometer service. You can find detailed instructions on how to do this in this user guide article.
When you are done modifying the required options, click Generate embed code. The HTML Preview window will open (Fig. 1.).
This window shows what the generated Thermometer will look like (note that you can use CodeTwo Email Signatures for Office 365 signature editor to modify its final look). In the Edit your CodeTwo variables here section, you can insert your AD placeholders for tracking purposes. This way, you can automatically personalize customer satisfaction links for different users in your organization and receive more detailed reports in the Customer Thermometer service.
You can find a full list of available placeholders in the Editor section of CodeTwo Exchange Rules user's manual.
For more information on reporting in Customer Thermometer, visit User guide - reporting.
If you want to use icons from Customer Thermometer as embedded images, you need to download those graphics by right-clicking each of them and choosing Save image as. Finally, click Generate HTML and copy the code from the HTML code for pasting section. Now, you can close the HTML Preview window and save changes to your new Thermometer.
Inserting Customer Thermometer into CodeTwo Email Signatures for Office 365
The following solution requires an active Office 365 subscription with CodeTwo Email Signatures for Office 365 configured.
The example below shows how to set up an email signature with Customer Thermometer. The signature will be added to emails sent by Sales Team to external addresses.
Adding a generated Customer Thermometer to your email signature
- Add a new email signature rule and name it (Fig. 2.).
- On the Senders, Keywords and Email direction tabs you can set conditions that will define which messages should have the signature with your Customer Thermometer. In the example below, all members of Sales Team will have the Customer Thermometer added to their signatures - you need to add those users to the top list available on the program’s Senders tab (Fig. 3.).
- On the Email direction tab, set the condition to add the signature with the Thermometer only to messages sent externally (Fig. 4.).
- On the Design tab, load a template or create your own email signature design. After that, click Edit signature (Fig. 5.).
- The signature editor will open. You need to access the source HTML code by clicking the </> Source button (Fig. 6.).
- In the HTML editor, you have to decide where to place your Thermometer. Remember to place it in between the <BODY> tags (Fig. 7.). The most popular places for a Thermometer are right above the signature or below the disclaimer. To do so, paste the HTML code copied from the Customer Thermometer website. Save the changes and exit the HTML editor.
- Back in the WYSIWYG signature editor, you can see that the Thermometer has been added to your signature (Fig. 8.). However, the icons (buttons) displayed in your one-click survey are linked, not embedded. To change those graphics to embedded, select one of the Thermometer's images and click Picture on the top ribbon.
Note that changing graphics to embedded ones is not required. However, embedded images give you several benefits, e.g. they are immediately visible in a message, without the need to download them (learn more about the differences between online and embedded graphics in this article).
- The Insert picture window will open. Choose Local picture, click the button (Fig. 9.) and select an image you want to set in place of the existing one. You can use icons from the Customer Thermometer site if you downloaded them earlier. Repeat these steps for every other button.
Fig. 9. The Insert picture window.
- Optionally, you can edit the text and styling of your Thermometer, to better suit your email signature design. Finally, click Preview to see what the signature will look like for different users (Fig. 10.).
- After you have finished setting up the rule with your new email signature template, do not forget to apply the changes to CodeTwo Azure servers, so that the signatures can be added to the users you specified.
- To see Customer Response reports, go to your Customer Thermometer account and go to the Reporting tab (Fig. 12.).
- There, you can view general and detailed reports (Fig. 13.).