Create your HaloPSA Embedded Thermometer
Create your HaloPSA Thermometer by heading to Thermometers > click the pink 'Add New Thermometers' button > 'Within a Helpdesk' > Select Basic HTML as your app choice.
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 customisation 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 HaloPSA within the Thermometer code.
If you are embedding your survey within the Email Templates in HaloPSA please review their email templates to see what variables are available.
These variables will capture the corresponding pieces of identifiable data from HaloPSA 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.