Embed surveys in Microsoft Outlook

[deepakgarg]

ServiceNow provides an easy way to send your survey to multiple people through email using the the Outlook Actionable Messages plugin. Users can answer the survey questions and submit the survey from the email client instead of opening the survey in a new browser tab. 

Before you begin  

You must activate the Outlook Actionable Messages plugin (com.sn_ms_oam). 

Procedure 

1. Navigate to System Notification > Email > Notifications. 
2. Click Survey User Invite notification, click the What it will contain tab, and then add the following script in the Message HTML field  with the existing information. 
   

   ${mail_script:include_survey_actionable}

   This script includes the Outlook actionable message in the email notification that’s sent to a user. 
3. Navigate to Survey > View Surveys. 
4. Open a survey.
5. To send an email notification to a survey user, select the Send notifications check box. 
6. Select the Outlook Actionable Message check box and save the survey. 
7. Click Assign Survey and assign the survey to a user. An email notification with the embedded survey is sent to the user. The user can take the survey and submit it from the email client instead of opening the survey in a new browser tab.

Note:

The following questions are not supported for an embedded survey - 

• • Attachment
  • Date
  • Datetime
  • Template
  • Reference
  • Image Scale
  • Ranking
• Dependant questions are not supported.
• Signature is not supported.
• Mandatory questions are supported.

Useful References: Servicenow Docs

[Maik Skoddow]

I have added that plugin in my article Valueable and free-of-charge Plugins and referenced this article, but I could swear that I already saw exact this text some days before.

[deepakgarg]

@Maik Skoddow Saw your article and it looks pretty helpful. This article was written by @Akash few days ago here. Akash & me wanted to add this blog post in the correct category for `Survey Management` for better reachability of Surveys product, so is this blog post.

[Maik Skoddow]

Hi @deepakgarg 

thanks for the clarification. I'm glad that I can continue to trust my memory.

🙂

Kind regards
Maik

[Kurichety]

Hi, I am trying to add 5 stars to the Incident resolved notification. I have tried the above steps but the survey is not included in the notification sent. I can include the survey link in the email notification but not embed the question directly in the email. Could you help me in this? Thank you

[Admin7267]

@deepakgarg, I'm not able to see the field Outlook Actionable Message check box mentioned in step 6.

[niknitin]

can we send this notification with custom branding like company logo in email body?