Would like to be able to send a survey from Cockpit/new "Email Assist" Playbook task

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31 replies

Userlevel 7
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In the playbook. See below

Last thing: How/when can the CSM uncheck the "send separate emails" checkbox? Is that not possible in this use case?
Userlevel 7
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If it has any of the following then it has to be separate emails
  • Survey
  • Contact/User object tokens
  • Report with Contact object filters  
Perfect! Exactly the info I was looking for! Thanks, Alex!
Userlevel 5
Hi Brooke,

Hope you were able to send survey from Email Assist, you can visit this document to know more about it.

Let me know if you have any more questions related to it.

Thanks for the additional resource.

Yes, Alex answered everything we needed to get this configured last week.

Our use case is exactly as described in the original post.