How do a change the content of the outbound survey email

riskay123
Mega Guru

I have created a survey but I would like to change the content and formatting of the email that goes out that contains the survey link?

Is there a no code option?

Thanks in advance

1 ACCEPTED SOLUTION

Hi Riskay123,



1. Just type "Metric Type" in the search drop down first.


2. Select "Metric type --> Assessment Metric type fields"



find_real_file.png



3. Later, type "Evaluation". You should be able to see evaluation field in the dropdown now.



find_real_file.png



4. Similarly select "Send notifications"



Hope this helps


View solution in original post

8 REPLIES 8

Hi Anurag



I am trying to create a new email notification for the new survey. However, I do not have a Metric type.Evaluation method and Metric type.Send notifications in the available conditions in the list.



This is what the OOB once looks like.



find_real_file.png



How do I add these options to the list of conditions?



Regards


Hi Riskay123,



1. Just type "Metric Type" in the search drop down first.


2. Select "Metric type --> Assessment Metric type fields"



find_real_file.png



3. Later, type "Evaluation". You should be able to see evaluation field in the dropdown now.



find_real_file.png



4. Similarly select "Send notifications"



Hope this helps


Hi Mrudula


That is the problem though. I don't have Metric type>>Assessment Metric as an available option to select. Only Metric Type. Same goes for Metric type.Send notifications


find_real_file.png


riskay123
Mega Guru

Thanks for your help. The bit I was struggling was getting the bit after Metric Type. I asked someone else and they showed me that I had to go to the bottom of the list and it refreshes and displays the sub lists. They also told me to add a condition to the OOB Survey Invite to exclude the new survey. Just thought I would mention that for someone else that may read this for help in the future.



The info you provided was very helpful.