Warning: This user guide is for our legacy user interface.
New user interface help guide here.
If you are using the classic way to generate your Outlook signature surveys using basic links and icons click here for our guide.
Step 1 – create your Outlook Embedded Thermometer
Create a new Embedded Thermometer.
Choose “Outlook signature” from the Embedded Thermometer type drop down box:
When you’re happy with your setup – you will then need to add your links and icons to your Outlook signature(s).
Step 2 – grab your icons
Firstly, click the “Generate embed code” button:
You will then see the following screen pop up:
Enter your sender’s name and email address in Custom 1 and Custom 2. You could even pop the department name in Custom 3 if you wish.
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 Outlook.
Step 3 – create a new Outlook signature
To create a new signature or edit an existing one, firstly, create a new message within Outlook.
Next, select Signature > Signatures… from the Insert menu:
Once inside the Signatures dialogue box, either create a new signature or edit an existing one.
Then simply paste in your survey – don’t worry your response links will be attached automatically.
Don’t forget to set your signature defaults on the right-hand side and then you’re done!
You can also add icon descriptions if you like.If you are a little stuck don’t panic! Please view our Outlook 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 unique survey for team member #2. These will then be specific to that agent.
We recommend copying each survey 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.
Once you’ve embedded your Thermometer into your Outlook 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’d also recommend enabling the Email Capture tool on the landing page setup tab when using an Outlook Thermometer: