Once logged in to Customer Thermometer head to Thermometers > Add new Thermometer > Within a helpdesk ticket > Basic HTML
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 Atera within the Thermometer code.
We’ve included some example fields below:
Note, recipient email address is unavailable
{[Contact First Name]} – this is the first name of the user
{[Contact Last Name]} - this is the last name of the user
{[Ticket Number]} – this is the id number of the ticket
{[Technician First Name]} – this is the technician's first name
{[Ticket Close Date]} - this is the ticket close date
You can also add other Atera variables, using the syntax shown in the message editing template area of your Atera admin screens.
These variables will capture the corresponding pieces of identifiable data from Atera 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:
Adding feedback icons to Atera
Once you've finished designing your Thermometer, the 'Give me my Thermometer' section will provide you with your finished survey to embed into Atera. Click the 'Copy to clipboard' button to copy your survey HTML to embed into Atera.
Head into Atera.
Go to Admin > Customer Facing, then click the Email Templates button.
Select the existing new “Ticket closed” template or use the panel on the right to create one.
Ensure your ticket closure message is ‘friendly’… use the merge fields which can be inserted via the colored buttons above the toolbar to customize.
When you are ready, switch to source mode:
Copy the HTML code block generated via your Customer Thermometer screen from the earlier step.
Paste that code block at the relevant point within the email template message.
Switch out of source mode and save your changes:
Your email template is now complete.
Step 2 – create an automation rule
With the template created, you now need to trigger it. Create a new Automation Rule within your Atera Admin screen:
Recreate the Automation rule shown below – ensuring you select the correct email template within the Action (you may have named yours differently).
Your integration is now complete.
In your Customer Thermometer reporting area, you will be able to see who responded, the rating and comment left, the ticket number, the technician name and more.