Create your Infusionsoft Embedded Thermometer
Create a new Embedded Thermometer.
Choose “Infusionsoft” from the Embedded Thermometer type drop down box.
Generate your embed code
Click the Generate embed code button. You will see a window popup.
To capture identifiable data such as the recipient’s name, company etc we use Infusionsoft’s variables within the survey code. We pre-populate some of Infusionsoft’s variables for you as shown below but you can add more into the spare custom fields if you wish (click ‘Add more fields’).
Additional merge fields are available for tracking, as shown here.
Click the pink “Generate HTML” button and copy the HTML code generated.
Add the Thermometer icons to Infusionsoft
Inside Infusionsoft, navigate to the Marketing area and view Templates.
Your Templates will be listed. You will now insert your Thermometer into an existing or new Template.
You’ll be able to trigger that Template as part of a workflow or a campaign. We don’t cover that here.
Create a new template, or edit an existing one.
Fill in the basic attributes of the email. To create or edit the email body, click the button shown.
Editing the body will take you into the Email Builder.
You will need to insert a snippet of HTML code (copied from above).
Click the “Snippets” tab. Click and drag the HTML block to the right place within the body:
Once the snippet is in place, click it to edit it. You’ll see a popup.
Paste the Customer Thermometer embed code into the HTML box. Click Save:
Once saved, you’ll be returned to the email body.
You’ll see the icons (with their tracking links) have been added to the email:
Customize all of the elements as you see fit. Ensure you don’t alter the tracking links.
Finally, add this email template to an Infusionsoft workflow or campaign.
Final steps
Once you’ve embedded your Thermometer into Infusionsoft, you’ll need to finalize your landing pages. You can enable a comment field, add 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.
