Once logged in to Customer Thermometer head to Thermometers > Add new Thermometer > Helpdesk > Select Administrate
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 Administrate within the Thermometer code.
The most common Administrate 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 Administrate 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 Administrate
Once you've finished designing your Thermometer, the 'Give me my Thermometer' section will provide you with your finished survey to embed into Administrate. Click the 'Copy to clipboard' button to copy your survey HTML to embed into Administrate.
Inside Administrate, visit Settings > Communication Triggers.
We will assume you’ve validated your sending address.
Click the link to set up a Template and add a new one:
Fill in the various options and switch to HTML source mode (note the cursor below).
Paste in your Thermometer embed code and click the HTML source button again to display your icons. Customize the text / labels / question as you see fit.
Save once complete.
Finish by completing your Trigger as required:
Your set-up is complete!
Note Administrate screens may have changed since we built this guide. Please do get in touch if you see differences.