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.).
 

  Fig. 1. An HTML preview of a new Customer Thermometer.

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.

For more information on reporting in Customer Thermometer, visit User guide - reporting.

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

1. Add a new email signature rule and name it (Fig. 2.).
    

   
    Fig. 2. Creating a new signature rule.

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.).
    

   
   Fig. 3. Configuring the scope of senders.

3. On the Email direction tab, set the condition to add the signature with the Thermometer only to messages sent externally (Fig. 4.).
    

   
   Fig. 4. Customizing the message direction.

4. On the Design tab, load a template or create your own email signature design. After that, click Edit signature (Fig. 5.).
    

   
   Fig. 5. Editing a signature template.

5. The signature editor will open. To add the customer satisfaction survey, place the cursor exactly where you want to insert the Thermometer and click the Insert HTML snippet button (Fig. 6.). The most popular places for a Thermometer are right above the signature and between the signature and the disclaimer.
    

   
   Fig. 6. Adding an HTML snippet to the signature template.

6. In the Insert HTML snippet window, paste the HTML code copied from the Customer Thermometer website. All the pictures in the snippet are linked (online) graphics. You can convert them to embedded pictures by selecting the checkbox at the bottom of the window (Fig. 7.). Click Insert to place the snipped into the signature.
    

   
   Fig. 7. The Insert HTML snippet window.

7. Back in the WYSIWYG signature editor, you can see that the Thermometer has been added to your signature. 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. 8.). Remember to click Save once you finish composing your email signature template.
    

   
   Fig. 8. Preview of a signature with a one-click survey.

8. 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.
    

   
   Fig. 9. A message with a Customer Thermometer email signature added.

9. To see Customer Response reports, go to your Customer Thermometer account and go to the Reporting tab (Fig. 10.).
    

   
   Fig. 10. Accessing Customer Response reports.

10. There, you can view general and detailed reports (Fig. 11.).
     

    
    Fig. 11. Customer Thermometer reporting tools.

    In the detailed view, you can access each response to see more information about each vote. The amount of available information depends on how many AD placeholders you used while configuring your Customer Thermometer. For example, you can see who was rated, who rated them and when. If someone gets an exceptionally high or low rate, you can immediately react by sending an email to the customer. Any additional comments made by the recipients are also immediately visible in the reporting tool. (Fig. 12.).
     

    
    Fig. 12. A detailed report view.