Custom fields

Overview

Custom fields are an optional feature within Customer Thermometer but we certainly suggest you use them to receive identifiable feedback.

Within your 3rd party system, you may have variables or merge fields that represent pieces of data such as recipient email address, first and last name, ticket ID or agent name. You can use these within your emails or templates to pull in the relevant, personalized data for that email or ticket.

In the same way that you use these merge fields or variables to personalise emails within your system, you can use them within the Customer Thermometer to produce personalized surveys for recipients and also receive identifiable feedback.

Alternatively, you might use them to personalize a Thank you page for a recipient when using Email or Embedded Thermometers.

Up to 10 custom fields are available. Note that in the majority of the main reporting screens – only three are displayed. League Tables and exports will show all 10 fields if you are using them.

Ways you could use custom fields

Using custom fields to collect identifiable data for Embedded Thermometers

Using custom fields to collect identifiable data for Email Thermometers

Personalising the survey

Once you’ve started collecting your identifiable data you can use this to your advantage to personalise the survey itself and your Thank You pages.

For example, if you were collecting the recipient's name in custom 1, by adding the custom 1 variable into the body of text on the Thank you page this will pull through the recipient's name.

To include personalisation such as including your account manager’s names in the temperature ratings you can add the custom field name that the relevant data is collected in within the descriptions themselves.