These instructions are for VSA users, with the ServiceDesk module. If you use VSA, without ServiceDesk and rely on the native ticketing, there's a section below which will cover this for you.
Create a new Embedded Thermometer.
Choose “Basic Links” from the i) 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 about the recipient and sender etc we use Kaseya VSA’s variables within the survey code. Enter your Kaseya VSA variables in the text boxes shown below in the red rectangle. These variables will provide identifiable feedback and dictate which data is captured alongside Customer Thermometer rating. You can add more variables if you wish, click ‘Add more fields’.
You will find other fields in your Kaseya Service Desk “Edit Message Template” area:
For ease, those fields are available below, for easy cutting / pasting:
Email: [$SubmitterEmailAddress$] First name: [$SubmitterName$] Company: [$Organization$] Custom 1 (Ticket ID): [$TicketId$] Custom 2 (Agent name): [$Assignee$] Custom 3 (Optional example):[$SolutionType$]
When you’re happy, click the pink “Generate hyperlinks”.
Add feedback buttons to specific email notification templates
This is an example using the Ticket Closure notification and/or the Ticket Updated notification.
Paste your 4 tracking links, generated by Customer Thermometer to a Word doc, for safe keeping. Keep the pop up open – as you’ll need the links to the image URLs.
Select the Message Template you want to customize – such as the ‘CS Customer Email Ticket Closed Notification’, and double click it, or click ‘edit’:
Edit the message and add your Customer Thermometer icons. Customize the message however you wish – use the most appropriate wording and encourage feedback.
Add your 4 icons. On the Edit Message Template, click the ‘Upload file’ icon (a paperclip).
Click ‘Browse’ and then paste in the Gold image link from your Customer Thermometer pop up where shown below
Ensure this is NOT the tracking link, but the link to the image itself.
Repeat this for all four icons.
Add the tracking links to each icon, from the popup / Word doc, as suggested earlier.
Select the Gold image and click the hyperlink button. Copy the Gold tracking link and paste as shown:
Do the same with the other three links.
You will then be left with a message which looks something like this…
This will then add feedback links to each icon, allowing you to track 1-click feedback, identifiable to that customer, agent and ticket ID.
The final result
Depending on how you’ve configured your Kaseya Service Desk account, when a note is updated / ticket is solved, the links will then resolve the fields in the email to track the recipient, ticket and agent details inside your Customer Thermometer account.
Your outbound email will look something like this:
When a customer clicks a rating – it is stored, within your Customer Thermometer account.
Use VSA, but don’t have ServiceDesk?
By installing a simple script from Kaseya’s Automation Exchange, onPrem VSA users can now batch send ticket closure feedback requests at the end of each day.
- VSA supports what is called Agent Procedures (AP). This a powerful scripting tool that can be utilised to do a lot of automation.
- We’ve written an AP that can be scheduled on a daily basis to query the SQL DB.
- It looks for tickets closed for that day and will send a template e-mail to the user, with HTML Tags required to connect to a Customer Thermometer generated survey.
You can access the script and installation instructions here.
Installing the Agent Procedure
Upload the procedure with the Import Folder/Procedure tool in the Agent Procedures module under Schedule / Create.
The Powershell Script “CustomerThermometer.ps1” needs to be edited prior to be uploaded to the VSA server.
Line 1: If your VSA server is different than the SQL server, replace HOSTNAME with the SQL server name, otherwise leave it as is.
Line 2: Replace INSERT SQL USERNAME HERE with your SQL admin username.
Line 3: Replace INSERT SQL PASSWORD HERE with your SQL admin password.
Line 7: Replace INSERT EMAIL PASSWORD HERE with the email password you setup for the VSA Outbound email account. It will pull the account, smtp server and port automatically from the VSA.
Line 10: Replace INSERT HTML CODE HERE with the HTML embed code you can obtain by following the instructions above. Use the variables shown before generating your HTML.
Import the Powershell script “CustomerThermometer.ps1” into the VSA’s managed files. By default, it is to be imported into the “Shared Files” folder. If you import to a different folder, make sure to edit the agent procedure, line 1 and select the script at the correct location.
Once the Powershell script has been imported, you can start scheduling the procedure. It is meant to be scheduled on the VSA server. It is recommended scheduling it once a day, at the end of the business day so that there are no duplicate emails sent for the same closed ticket.
Once you’ve embedded your Thermometer into Kaseya, 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.