Once logged in to Customer Thermometer head to Thermometers > Add new Thermometer > Helpdesk > Select Kustomer
This will then open up your Thermometer Builder where you can create your survey and thank you pages.
The Question
This section of the builder is where you can choose the design of your survey including naming your Thermometer, adding your question and selecting your survey icons or uploading your own bespoke icons. The below video will demo all the customization which can be achieved in this section.
Connect your survey
In order for identifiable data about your recipients and senders to display within your reporting area, you first need to capture it. This would be done at the point that the email is sent, by including merge fields/variables from Kustomer within the Thermometer code.
The most common Kustomer variables are shown below for you, however, you can add more if you wish.
Please note, customs 5,6, and 7 are used for the writeback - do not remove them.
These variables will capture the corresponding pieces of identifiable data from ConstantContact and present them alongside the recipient's feedback rating within your reporting.
Response options
In your Connect your survey area, you have additional response options. Here you can choose whether to enable a lockout and set your email alert notifications.
Separate multiple email addresses with commas.
Kustomer writeback
At the bottom of the Connect your Survey page go to the next step:
Please add your Kustomer subdomain name to set up your writeback.
This will allow direct links back to Kustomer conversation threads, from within your Customer Thermometer reporting screens.
Thank you page
It’s time to get those Thank you pages looking beautiful!
See below for a step by step walkthrough:
Embedding your survey into Kustomer
Once you've finished designing your Thermometer, the 'Give me my Thermometer' section will provide you with your finished survey to embed into Kustomer. Click the 'Copy to clipboard' button to copy your survey HTML to embed into Kustomer.
Login in to your Kustomer instance, with admin access.
Visit Settings >Templates:
Create a new email template:
Give it a name when you see the popup.
You’ll then see an edit template box. Delete the default HTML code and paste the Customer Thermometer embed code, created in Step 1 above.
You can amend the layout and styling as you see fit.
Ensure you do not alter the URL hyperlinks attached to each image, or your Thermometer will not work.
Click the preview tab to take a look at your new reply signature:
Finally, ensure you select your new signature to be the default template:
That’s it – all replies from your team will now allow your customers the ability to provide feedback at any point in the Kustomer conversation. All ratings and comments and links back to the relevant conversation will appear in your Customer Thermometer reporting.