Best answer by heather_hansen
View originalcan you embed surveys into Email assist?
Glad to help. :)
This article outlines it, but it's basically these steps:
- Create a survey and configure the survey to send via CoPilot
- Create an email template (or modify existing) to include a link to the survey (also can pre-configure the language)
- Send Survey through Email task (see 4th bullet point under this section of v5.9 release notes)
I am attempting to use a 3rd party survey URL in an email assist template. Part of this survey URL has tokens that we map from SFDC for Account ID and Contact ID.
When I try to send the email assist with a test account, I receive an error that:
"Following Token(s) mapping is not available. Replace these tokens with plain text or contact administrator.
-AccountID
-ContactID"
Is there a system limitation where that I cannot use a dynamic URL in email assists? Or is this a configuration issue?
Thanks
May i know how are you using the tokens, a screenshot would help.
Regards,
Hitesh
This was found to be a bug. I'm told a hotfix will be going into prod 12/12/17 to resolve.
Any timeline on getting in-line survey questions for Email Assist?
Our use case is that we have a global survey translated into 5 languages. However, I don't fully trust our data surrounding a customer's language preference. I fear that an English speaking customer located in China may receive a Chinese version of our email. Thus, I want to be able to resend one-offs to the survey in English, but keep our in-line survey question.
I recently deployed new email assists for updated playbooks and one included a mapped survey. The survey token works for me, but now the CSM’s are reporting when they validate the email they receive a message saying the survey token mapping is not available contact administrator. What could be causing this for CSM’s? I verified it is working as should for myself. Do I need to update survey permissions possibly?
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