How is survey url maintained in email linked to lead?

[Former Member]

Hello all,

My requirement is to mail the survey(questionnaire) url to customer from lead transaction.  Customer will open the link and fill the survey details and it needs to get updated to the questionnaire values in corresponding lead in crm.

As far as my knowledge, we have to create a survey for lead and generate the url to maintain that in mail form which would be sent to customer.  But my doubt is, on sending the url in mail, how will the survey be linked to lead transaction?

Regards,

[former_member196553 · Accepted solution]

Hello,

your assumption is correct. In a first step you need to generate the survey URL - you will find some information in the SCN Wiki:

Survey Processing in CRM Marketing - CRM - SCN Wiki

Then you need to send out the mail with using the survey URL enhanced with the lead object guid. This is the first part of linking the survey to the lead transaction. The second part is more tricky -. you will need to enhance the survey PAI function module and use the 1Order framework to link the lead transaction to the survey value version. You can use function module CRM_SURVEY_FILL_1O_SURVEY to create the linkage.

best regards,

Johannes

[Former Member · Accepted solution]

Thank you Johannes.  We will check it out now.

[Former Member · Accepted solution]

Hi Johannes,

Greetings!

We worked on the second part of the solution as you suggested.  Thank you.

Now we are trying to work on the first part, that is enhancing the URL with the lead GUID.

Unable to figure it out, could you please provide us some inputs how to proceed.

Thanks for your support.

Regards

[former_member196553 · Accepted solution]

Hello,

when generating the URL that is sent out you need to pass the Lead GUID as a parameter in the survey URL - add any parameter as following to the URL:

&lead_ID=FA163E55AC011ED486F4614CC2F60949

When accessing the URL the parameter will be resolved by the survey runtime and passed to the BPO function as IT_SURVEY_PARAMS.

In the BPO function you need to extract the lead guid from the parameter table as following.

*     search for lead GUID in Parameter list

       READ TABLE it_survey_params INTO ls_survey_params

            WITH KEY name = 'lead_ID'.

*     get the lead GUID

       lv_lead_guid = ls_survey_params-value.

In the BPO function you need to implement the coding accordingly. As mentioned function CRM_SURVEY_FILL_1O_SURVEY creates the linkage from the lead to the survey.

best regards,

Johannes

[Former Member · Accepted solution]

Thank you Johannes for your valuable time and help. 

[Former Member]

How will the filled survey be updated to the corresponding lead transaction in crm?