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Setting up a Hubspot Thermometer

Lily Blanchet
  • Updated

This guide will help you add your survey to your campaign templates.


Create your Hubspot Embedded Thermometer

Create a new Embedded Thermometer.

Choose “Hubspot” from the Embedded Thermometer type drop down box.

Generate your embed code

Click the Generate embed code button.

A pop-up will open where you can preview your Thermometer. 

To capture identifiable data such as the recipient’s name, company etc we use Hubspot’s variables within the survey code. We pre-populate some of Hubspot’s variables for you as shown below but you can add more into the spare custom fields if you wish (click ‘Add more fields’) or remove any unwanted ones.

For reference, the Tokens that are populated by default are:

{{contact.firstname}}
{{contact.lastname}}
{{contact.email}}
{{contact.company}}
{{contact.currentlyinworkflow}}
{{owner.fullname}}
{{owner.email}}

You can find additional Personalization Tokens within Hubspot by inserting them into your Hubspot email template, and then switching to ‘Source code’ view to see view/copy the exact syntax of the token.

Click the pink “Generate HTML” button.

Copy the HTML generated in the box on the right hand side.

Add Thermometer icons to your HubSpot email template

Goto  Marketing > Email > Pick an existing template or create a new one. 

In the drag and drop editor click 'more' under the content section. 

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Find the HTML block under Common Modules and drag it into the template where you want the survey to display

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Paste in your survey HTML:

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Then your survey should display! 

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Once complete, save your template and it’ll be ready for use.

When it’s sent to a HubSpot contact, the merged variables will pull together the relevant Personalization Tokens and all identifiable feedback records will be stored in your Customer Thermometer reporting.

Please note if our survey is added to the email signature section within Hubspot you will not be able to capture identifiable data as Hubspot's variables do not work in this area.


Final steps

Once you’ve embedded your Thermometer into Hubspot, 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.

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