on 04-05-2016 5:00 PM
How do you add a link to a customer satisfaction survey to an HTML email used in a workflow rule?
I have searched the documentation. Under E-mail Templates in the Administrative guide it states, "for information about creating e-mail templates for use with workflow notification rules, see Workflow Rules Quick Guide". However when I search for that in the Administrative guide I cannot find it.
I find a section on workflow rules but it does not cover this. I found the process for adding customer satisfaction surveys to e-mail templates sent from marketing campaigns with a code snipet, but that is for campaign execution.
Best Regards,
Mike S.
http://scn.sap.com/thread/3777006Here is a thread with the answer for anyone else interested.
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Hi Michael,
Since the correct answer is buried a bit deep within that thread, let me copy the steps here for everybody's convenience:
Hope this helps!
Gab
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There are data sources for surveys.
Lead Survey Answers
Opportunity Survey Answers
Ticket Survey Answers
Business Partner Survey Answers
etc.
These can be used to report on the responses and also include the answer text.
There are some standard reports mostly focused on visits and business partners, so you may need to create your own data source to join to the core object and reports.
Hi Marcus
One question, I was not able to find configuraiton guide about how to capture response on Lead survey.
could you please tell me where to refer the guide ?
and for capturing the survey result will survey portal required or C4C itself will provide web page for customer to fill out the survey once submitted the result will be automatically captured ?
Any development work required for this ?
Hi Stein,
Download the Admin Guide from:
http://help.sap.com/mkt?current=cloud4customer&show_children=true#section2
Look up the Section on Designing Surveys.
Regards
Harish
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