Integration with Hively

CodeTwo Exchange Rules Family lets you add Hively snippets to email signatures. The snippets provide recipients with an option to rate their customer satisfaction with a single click on a rating button that appears in an email.

The integration of CodeTwo Exchange Rules and Hively gives you the following benefits:

  • You can embed customer satisfaction surveys in all email signatures so that they always appear in emails and the graphical elements are not blocked by email clients.
  • Your employees can be recognized for their helpfulness, thanks to a high response rate of one-click surveys.
  • You’ve got a chance to contact unsatisfied customers and handle conflicts before they get out of hand.

Use the links below to learn how to integrate Hively with CodeTwo:

Configuration of a Hively account

Inserting customer satisfaction surveys into email signatures requires a third-party service. Hively is a one-click survey service provider that makes it easy to implement customer satisfaction measurement buttons using a dedicated snippet. You can test the Hively account using a free plan, which gives you an opportunity to gather feedback for up to three people in an organization.

The integration process starts with creating team members in a Hively account.

  1. To add new members to your team, choose Add & remove members (Fig. 1.) from the main menu of your Hively account (accessible from the top-right corner of the interface).

The Hively menu adding & removing team members
Fig. 1. The Hively menu: adding & removing team members.

  1. The Add Team Members view is shown (Fig. 2.). Here, you can provide the employees who need to have email signatures with CSAT survey. You can add users individually or in bulk.

Hively add team members
Fig. 2. Adding team members in Hively.

  1. Back in the menu (Fig. 1.) click the Integrations option and from the list choose CodeTwo (Fig. 3.).

Hively CodeTwo Integration
Fig. 3. Custom integration in Hively.

  1. Next, you need to configure external identifiers for your users (Fig. 4.). The identifiers are what binds your users' accounts in CodeTwo and Hively. It is the easiest to use their email addresses. To perform the integration, enter the email addresses you have used while creating users in Hively (Fig. 2.). When all users have their email identifiers filled in, click Update and Get CodeTwo snippet.

Hively CodeTwo external identifiers
Fig. 4. Configuring external identifiers for the integration.

  1. A snippet preview window opens (Fig. 5.). If you want to embed the rating buttons in your signature design so that they are not blocked by email clients, copy the images to your local drive. To download the pictures, right-click each of the buttons, choose the Save image as option and point to where you want to save them.

Downloading rating buttons.
Fig. 5. Downloading rating buttons.

  1. Next, you need to change the view so that it displays the source HTML code. Click Show HTML (Fig. 6.).

The snippet preview window
Fig. 6. The snippet preview window.

  1. When you switch to the HTML view, highlight the code between the lines (Fig. 7.), copy it and paste into a txt file for later. Simple txt files are the best for this purpose, as they do not add any formatting.

CodeTwo Hively rating snippet
Fig. 7. The HTML view of the Hively rating snippet.

Adding the survey in CodeTwo Exchange Rules

The next step is to paste the rating snippet into your signature design in CodeTwo Exchange Rules.

  1. In the program, choose the rule in which you want to include the rating buttons. Then, go to the Actions tab and click Edit to modify your signature design (Fig. 8.).

Exchange Rules edit signature template
Fig. 8. Editing email signature template in CodeTwo Exchange Rules.

  1. In the Editor, click the </> Source button on the ribbon to access the HTML code view (Fig. 9.).

Accessing the HTML code view.
Fig. 9. Accessing the HTML code view.

  1. In the HTML view of your email signature (Fig. 10.), choose where you want to add the rating snippet and paste the code generated earlier (Fig. 7.).

Editing the source code of a signature
Fig. 10. Editing the source code of a signature.

  1. The configuration of the one-click survey snippet is finished. However, the images used in the snippet are linked. Most email clients block linked pictures automatically. That is why you might want to consider changing the images from linked to embedded. To do so, right-click on a rating button and choose Picture properties (Fig. 11.).

Changing picture properties
Fig. 11. Changing picture properties.

  1. In the Insert picture window (Fig. 12.), choose Local picture and select an image you want to use instead of the default one.You can use the buttons downloaded from the original Hively snippet (Fig.5.) When you are done, accept the changes and change the rest of linked images to embedded (local).

Changing an image from online to local
Fig. 12. Changing an image from online to local.

  1. Now, you can save the changes in the signature editor and submit them to your Exchange Server. Test the rule by sending an email that meets the rule’s conditions (Fig. 13.).

Sample CSAT email signature
Fig. 13. A sample email signature with a one-click survey.

Reporting tools

After you have deployed the rule and some time has passed, users will receive ratings. To see how your team members are doing, you can use the reporting tools offered by Hively.

To access the reporting tools, use one of the buttons found in the top-left corner of your Hively account (Fig. 14.) The All ratings option lets you see the overall rating your company received. Leaderboard (Fig. 15.) lists all your team members, showing how well they have performed according to their customers.

Hively CSAT reporting tools
Fig. 14. Hively reporting tools.

Hively leaderboard
Fig. 15. The Hively leaderboard.

That is the basic integration of Hively and CodeTwo Exchange Rules. To see more features of Hively customer satisfaction surveys, visit their feature page.

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