Step 1 – create your Gmail Embedded Thermometer
Follow our simple set up to create your Thermometer template making sure to select Gmail as the Thermometer type from the first drop-down option.
When complete, add your links and icons to your Gmail signature(s) as shown below.
Step 2 – Generate your survey
Click the “Generate embed code”.
You will then see the following pop up:
Enter your sender’s name and email address in Custom 1 and Custom 2
Click “Generate Template” and your survey will appear. All you need to do now is highlight the survey and copy it. Then follow the steps below in Gmail.
Step 3: Create your Gmail signature
Log into Gmail. Visit your “Settings” area and then ‘See all settings’.
Scroll down the General tab until you see the Signature area. From here, you can either create a brand new signature to add your survey to or edit an existing one.
Then simply paste the survey into the text box – the links will be attached automatically:
Don’t forget to set your signature defaults and the bottom.
Save and you’re done!
If you are a little stuck don’t panic!
Please view our Gmail set-up demo below:
Tracking multiple team member senders within the same Thermometer
You can aggregate a team’s scores using a single Thermometer within your account, whilst also tracking individuals’ scores within that team.
Once your first signature has been generated, you can create your next colleague’s tracking links by changing the two fields shown above (in custom 1 and 2) to contain your next colleague’s details. Click the “Generate Hyperlinks” button again, to generate a new set of unique tracking links for team member #2. These will then be specific to that agent.
We recommend copying each set of links into a word doc or email and sending them on, ready for each team member to add them into their signature.
Repeat as many times as you need to. Return to your Thermometer as often as you wish to regenerate additional team members.
More detail on identifying sender / recipients using Outlook here.
Once you’ve embedded your Thermometer into your Gmail signature, you’ll need to finalize your landing pages. You can enable an email capture field, add a comment field, upload your logo, customize the wording, and lots more!
Simply go to ‘Manage Thermometers‘, and click to edit your Thermometer. Our guide to Creating landing pages will take you through the options…and if you’d like some inspiration, take a look at our top tips for beautiful landing pages.
Don’t forget you can also enable instant email alerts for responses and/or comments. Please note email alerts work slightly differently for Outlook and Gmail.
We recommend enabling the Email Capture tool on the landing page setup tab when using a Gmail Thermometer: