How do I embed a small survey into an email?

RCBIZMarketingRCBIZMarketing VirginiaCommunity Member Qubie ✭

How do I embed a small survey into an email?

I am looking to implement something like this in an email:

That would have an outcome like this:

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Best Answers

  • Michael_Campbell_RedPepperMichael_Campbell_RedPepper Pleasant Grove, UT Sage ✭✭✭
    Accepted Answer

    For sure! That's not too difficult to do. You can set up a survey to be sent out, and then pipe the text into it.

    Let me know if you need more help than that! It can get tricky, but that should get you started :)

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

    I think you may be looking for something like this...

    Qualtrics provides a way to insert the first question of a survey into an email. First create a survey with your question. Then go to distributions/emails/compose email. Click on the Inline Email Question icon to insert your question into the email:

    When the respondent clicks on an answer in the email it will take them to your Qualtrics survey with that answer option selected.

Answers

  • Michael_Campbell_RedPepperMichael_Campbell_RedPepper Pleasant Grove, UTQualtrics Partner Sage ✭✭✭

    (this menu is in the Survey Options)

  • RCBIZMarketingRCBIZMarketing VirginiaCommunity Member Qubie ✭

    Thank you @TomG and @Michael_Campbell_RedPepper for your responses! This was what I was looking for. Just tested it and it worked as anticipated. Do either of you by chance know how to embed Salesforce fields into the email as well? We would like to have the case owner, case number, closed date and case subject included if possible. Also, how do I set the survey to expire after 24 hours? I see a survey expiration date but it appears to be only a date range that you set on the entire survey itself. Is it possible to have it expire if not taken within 24 hours after the email has sent? Thanks!

  • TomGTomG Raleigh, NCCommunity Member, Product Ideas Wizard ✭✭✭✭✭

    If I remember correctly, I think you can pipe Contact embedded fields into your email message as ${e://Field/field_name}. It's been a while since I've done anything with SalesForce so I'm not sure if those fields count as Contact embedded fields.

    To expire a survey link in 24 hours, under Compose Message click on Show Advanced Options, then set link expire to 1 day:

  • RCBIZMarketingRCBIZMarketing VirginiaCommunity Member Qubie ✭

    @TomG Awesome! Where are you looking at this from? I don't see those options at the bottom. I get to this message my going to Library->Messages Library and finding my Outbound Message name:

  • TomGTomG Raleigh, NCCommunity Member, Product Ideas Wizard ✭✭✭✭✭
    edited March 2018

    You'll see the options if you go to Distributions/Email/Compose Message.

  • RCBIZMarketingRCBIZMarketing VirginiaCommunity Member Qubie ✭

    @TomG I see. Is there any way to have this set up before the email is sent out? As soon as the case is closed and it triggers the auto email with the survey link, that's what I would like to have set at 24 hours. I think the above would result in them getting one auto email with a 60 day range to take it by default, then another one sent manually with the same link set to expire in 24 hours.

  • TomGTomG Raleigh, NCCommunity Member, Product Ideas Wizard ✭✭✭✭✭

    @RCBIZMarketing said:
    @TomG I see. Is there any way to have this set up before the email is sent out? As soon as the case is closed and it triggers the auto email with the survey link, that's what I would like to have set at 24 hours. I think the above would result in them getting one auto email with a 60 day range to take it by default, then another one sent manually with the same link set to expire in 24 hours.

    I don't know. It is probably worth asking Qualtrics Support how you can set the link expiration via the trigger.

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