Note, the only way to use Customer Thermometer with Accelo is with user signatures. A Thermometer signature can be set up and mandated for all users across your whole Accelo instance.
Once logged in to Customer Thermometer head to Thermometers > Add new Thermometer > Helpdesk > Select Links
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 Accelo within the Thermometer code.
The most common Accelo variables are shown below for you, however, you can add more if you wish.
These variables will capture the corresponding pieces of identifiable data from Accelo 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.
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 Accelo
Once you've finished designing your Thermometer, the 'Give me my Thermometer' section will provide you with your finished survey to embed into Accelo. You'll see your URL image links as shown below.
Within Accelo in a separate browser page, navigate to the Email Signature Template area via the Configuration button on the main menu. This is where you set signatures for your whole instance.
Place the cursor at the end of the signature, click on the insert image button and paste the URL of the image you’ve just copied. A Gold icon will then appear.
Do this for all four icons – until your signature looks a little like this:
Now hop back into Customer Thermometer and select and copy the Gold response link. Head back to your Accelo signature and click on the Gold Star.
Next, click on the Insert Hyperlink button and paste in the response link you’ve just copied. This will add a clickable link to that Gold star:
Repeat for the remaining 3 response links.
Finish off your signature by adding a question and arranging the contact details as appropriate. We recommend moving the question and buttons towards the top of the signature for maximum effect:
Don’t forget to save your changes!