Sending Survey Email
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05-17-2024 11:45 AM
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,
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05-18-2024 06:55 PM
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.