Survey Email Template Notification

[Heisenberg]

Hi Experts,

I need to use the assign survey option for the published survey want to know is there any default email template getting attached(name of the email template) if there is no default email template how will I assign one of the custom email template which I will create.

Second question : I want to create a email template for the survey invite for the assign survey users should I create the email template on table asmt_metric_type or what condition I can use to get this assigned. This survey notification should be manual through email template without any trigger condition, also can you suggest the troubleshooting steps on how to check which email template assigned to Survey and if any sample format of email template for survey.

Also email notification should trigger after 30 days to same users if they have not taken the survey note I cannot use email notification using email template and also not using trigger condition on any of the table 

Please advice!

[Punit S]

Hi Kjab,

Here's the email notification and template that is OOB .  You can customize the look and feel of your survey invite . Refer below examples and customized survey template 

Customized template : 

Regarding your second question, you should create it on asmt_metric_type or any other tables where you have your specific criteria to be met. 

For eg. If you want a survey invite to be sent on incidents that are priority one and on closure or all incident that are resolved or closed etc 

Please mark this CORRECT or HELPFUL if it solves your issue ! Thanks, Punit

[Heisenberg]

Hi Punit,

Thanks for the reply!!

I wanted to know when we click on assign survey button and submits with the user details we get a message instance created successfully, want to know how the instance is getting created is there any out of the box scheduled job what is the name of the schedule job or script 

Please advice, because I also need to pass one more custom field in from asmt_metric_type to asmt_assessment_instance.

how can I achieve this custom field name is u_account_name and same need to be matched in instance table