Sending Survey Email

rjakkani
Tera Contributor

My question may sound basic. 

I have a requirement to send out an email with survey link when a case is closed. 

I created the Survey and added a Trigger condition on the case table with the trigger condition "State - changes to - Closed" and "Contact.LDAP Server - is not empty"

I also enabled "Send Notifications" on the Survey

 

This by itself was not sending out email when the case is closed. 

 

So I created an Email notification on the Case table and added the same set of conditions on the notification 

"State - changes to - Closed" and "Contact.LDAP Server - is not empty"


Now, when the case is closed the email goes out and I can customize the email body. 

Questions
1. Is this the right way to send emails with survey? or Am I missing something here? I was trying to link Survey with Email notifications and all I was able to find is that match the conditions between Survey and Email notifications. 

2. In the email body, I am just using the SAME survey link for all users. Should this be different for each user? I copied this link from the Survey.

 

Thanks,

 

 

 

1 REPLY 1

Maik Skoddow
Tera Patron
Tera Patron

You did everything right, in case you expect your users to be logged-in. In that case, the link will remain the same as the results as stored with the reference to user internally.