Integration with CrewHu

This article describes how to set up CodeTwo Exchange Rules Family to add CrewHu one-click surveys to your Exchange Server email signatures.

CrewHu is an employee recognition software, which makes it possible to measure customer satisfaction (CSAT) with one-click surveys. The collected customer feedback can be viewed in the form of reports in the CrewHu dashboard.

Adding one-click surveys to email signatures managed by CodeTwo Exchange Rules Family adds more functions and qualities to emails you send:

  • Each email gives customers an easy way to share their insights. Without traditional, long surveys and any additional actions from your users.
  • One-click surveys give high response rate.
  • Detailed data on your customers' satisfaction is collected and organized in the form of detailed reports in the CrewHu dashboard, for easy analysis.

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 email signatures in Exchange

The first step is to create users in your CrewHu account.

Creating new users in CrewHu

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

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

  1. On the Employees tab (Fig. 2.), click the Add button to start adding a new user.

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

  1. You will access the Add Employee view (Fig. 3.). Provide user’s details. The required fields are the user’s NameEmail and Profile (You can choose between Admin, Manager and Employee). You need to pay extra attention to the Email field – CrewHu will send an account activation link to the address you type. Users will need this link to access their CrewHu profiles.

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

  1. Each employee gets their own ID number. The admin who manages signatures in your environment will need the ID of each employee to set up one-click surveys. To obtain the users' ID numbers, select a user in the Employees tab (Fig.2.) You will be redirected to a profile page. On this page, you can find a user's ID number in the browser's address bar, as shown below (Fig. 4.). Save the ID number for each user, you will need it later. Then, continue to the My profile page (Fig.4.).

CrewHu get user ID and HTML snippet
Fig. 4. Getting a user's ID number

  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 view 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, 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. User's ID.

Adding user ID to Active Directory

  1. To add a user ID to Active Directory, go to AD Computers and Users. Use the Windows logo key+R shortcut to access the Run window (Fig. 7.). In this window, enter dsa.msc and click OK.

Access AD Users and Computers
Fig. 7. Accessing AD Users and Computers.

  1. A new window will open. Find the user you created in your CrewHu profile, right-click on the user and select Properties (Fig. 8.).

Editing a user's properties
Fig. 8. Edit user's AD Properties.

  1. In the properties window, click the Attribute Editor tab (Fig. 9.) and find attributes starting with extensionAttribute. Choose one and click Edit.

Edit user's custom attributes
Fig. 9. Editing user's custom attributes.

  1. The Attribute Editor will open (Fig. 10.). Here, you need to paste the User’s ID number you copied from the CrewHu employee's page (Fig. 4.). Now you can accept the changes and repeat the steps for the rest of users you have created in the CrewHu panel - remember to always paste IDs into the same extensionAttribute number for every user.

Editing Exchange custom attributes
Fig. 10. Editing Exchange custom attributes.

Create a signature with CSAT survey for all users

  1. Run your CodeTwo Exchange Rules Administration Panel. Click Add > Signature for all email to create a new email signature rule (Fig. 11.).

Creating a new email signature rule
 Fig. 11. Creating a new signature rule.

  1. Now go to the Actions tab and edit your email signature template (Fig. 12.). You can choose a different template by clicking Load template.

Editing a signature template
Fig. 12. Editing a signature template.

  1. In the signature editor, click the Insert HTML snippet button (Fig. 13.).

Insert HTML Snippet to email signature
Fig. 13. Accessing the Insert HTML snippet view.

  1. In this window, you need to paste the HTML code copied from the My profile page in the CrewHu panel (Fig. 6.). Selecting the checkbox on the bottom (Fig. 14.) allows you to convert all images from online to embedded. Thanks to this action, the images will not be blocked by recipients' email clients. Click the Insert button to go back to the editor.

CrewHu insert HTML Snippet
Fig. 14. Inserting the CrewHu Snippet.

  1. Back in the editor, click the </>Source button to access the HTML code of your email signature (Fig. 15.).

Accessing the HTML code view
Fig. 15. The Edit hyperlink button.

  1. In the HTML source code window, you will need to replace user's ID values with the right placeholder. First, find the values - they are between users_ids= and &amp; phrases (Fig.16.).

User ID in the HTML source code editor
Fig. 16. User's ID value found in the HTML source code editor.

  1. Using the placeholder picker (Fig. 17.), replace the ID values with the Exchange Attribute you have specified before (Fig. 9.). When all three values are substituted, save the changes and close the HTML source code view.

Adding the custom Exchange attribute
Fig. 17. Adding the custom Exchange attribute using the placeholder picker.

  1. Finally, place the survey in between the remove text ({rt}) tags (Fig 18.) This way, the survey will not be added to email signatures if a user does not have their User ID defined. Save the changes.

Integration between ESIG 365 and CrewHu 16
Fig. 18. Adding remove text tags.

  1. Below (Fig. 19.) you can see a sample signature with a customer satisfaction survey added. Now that everything is configured, you can freely configure the rating question or buttons.

Sample CSAT survey in an email signature
Fig. 19. A sample CSAT survey in an email signature.

  1. Now, via your CrewHu dashboard, you can access reports (Fig. 20.), which will show you how your users perform.

CrewHu CSAT reports
Fig. 20. CrewHu CSAT reports.

Was this information useful?