HomeThermostat / HelpSpot IntegrationIntegration GuideAdding HelpSpot Customers To A Thermostat Campaign

1.3. Adding HelpSpot Customers To A Thermostat Campaign

HelpSpot customers can be added to a NPS or CSAT survey campaign via a trigger or automation in HelpSpot. Thermostat campaigns will survey customers on a regular basis as apposed to sending a one-off survey. This allows you to continually track change in your customer's sentiment.

The Add Email to Survey Campaign can be found in the actions area of both Automations and Triggers. You can choose which survey in your Thermostat account you wish to add the customer to.

When an email is added to a campaign in Thermostat, the campaign still needs to be enabled in Thermostat. This is done by logging into Thermostat and choosing the "Email Survey" option. From there you can enabled your automatic campaign.

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