Including extra Embedded Data fields in the Survey Results Trigger E-mail

CoggoCoggo Manly ValeCommunity Member Qubie ✭

Including extra Embedded Data fields in the Survey Results Trigger E-mail

I have created a survey that we have used successfully for some time which asks clients to provide feedback on the reports they have received. When a survey is completed, several of our staff receive an e-mail from [email protected] (via an e-mail trigger) with the results of that survey. At the bottom of the e-mail are the following fields:

Embedded Data
RecipientEmail
RecipientFirstName
RecipientLastName

However, each contact who is sent the survey also has the following fields in their contact information under "Add Embedded Data":

Phone
Report No
Title
Client

For reference, each of these fields are called and displayed in the survey itself.

Does anyone know how to add/append these four extra Embedded Data fields to the bottom of the trigger e-mail containing the survey results? It would save having to look this information up again once the survey comes in.

Thanks in advance for any assistance you can provide. My apologies if this question has been answered elsewhere in the community already.

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Best Answer

  • TomGTomG Raleigh, NC Wizard ✭✭✭✭✭
    Accepted Answer

    @Coggo,

    Add the fields as embedded data fields in your survey flow, and don't assign a value (the will be populated from Contact list).

    Add the fields to your email trigger message:

    ${e://Field/Phone}
    ${e://Field/Report No}
    ${e://Field/Title}
    ${e://Field/Client}
    

Answers

  • MsIreenMsIreen FinlandCommunity Member, Product Ideas Superuser ✭✭✭✭

    Have you added these fields to the Survey flow?

  • CoggoCoggo Manly ValeCommunity Member Qubie ✭

    Hi @TomG and @MsIreen ,

    Yes, the embedded data fields were already in the survey flow.

    Thanks so much @TomG for letting me know how to add the fields inside the e-mail messages. This has solved my problem!

    I really appreciate the time you both took to help me out.

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