Setting up a Kaseya BMS Thermometer
Once logged in to Customer Thermometer head to Thermometers > Add new Thermometer > Helpdesk > Select Kaseya BMS
This will then open up your Thermometer Builder where you can create your survey and thank you pages.
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 Kaseya BMS within the Thermometer code.
The most common Kaseya BMS variables are shown below for you, however, you can add more if you wish.
Please note custom fields 9 & 10 are needed for the writeback to work
These variables will capture the corresponding pieces of identifiable data from Kaseya BMS and present them alongside the recipient's feedback rating within your reporting.
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.
Thank you page
It’s time to get those Thank you pages looking beautiful!
See below for a step by step walkthrough:
Embed your survey into your Kaseya BMS account
Once you've finished designing your Thermometer, the 'Give me my Thermometer' section will provide you with your finished survey to embed into Kaseya BMS. Click the 'Copy to clipboard' button to copy your survey HTML to embed into Kaseya BMS.
Head into Kaseya BMS and firstly, define your Internal Survey Scores.
This will allow you to create averages & scores for agents & ratings within your Kaseya BMS reporting.
Next, create your first survey. This will enable a shortcode to be inserted within email templates.
From your toolbar, within “Settings” > “Service Desk”, select “Survey Integration Settings”
Create a survey name and choose Customer Thermometer as the survey type:
Next, select the “Survey Score Mappings” tab and map your External Scores to Internal scores as shown:
Click SAVE when you’re finished and your survey will now be stored and available across your account.
You are free to add additional, uniquely named, surveys.
Add feedback buttons to email notification templates
Once your survey(s) are stored, you can add them to an email template.
Customize your Ticket Closure notification and/or your Ticket Updated notification:
Position your cursor at the relevant point and insert a survey from the dropdown menu:
This will add feedback buttons to each notification and allow you to track 1-click feedback, identifiable to that customer, agent and ticket ID.