Best answer by lila_meyer
View originalEmail template in "publish survey" blank
I'm creating my first NPS survey and needing to send a test to myself. I'm running into after setting up the salesforce survey domain, where "email template" under the "publish survey" section does not have an option for me. Where can I use a template or what's the best practice? This is blocking me from publishing my survey.
Hi Tony,
It sounds like you may have set the email delivery method to SFDC, so the system is expecting you to have a SFDC email template in place. Do you want to send the survey via SFDC, or Gainsight's CoPilot? If you use CoPilot to deliver the survey, you will configure the email template in CoPilot > Email templates.
Just in case you haven't reviewed our Survey docs, we have a sequence of articles to help with the end to end survey configuration process.
It sounds like you may have set the email delivery method to SFDC, so the system is expecting you to have a SFDC email template in place. Do you want to send the survey via SFDC, or Gainsight's CoPilot? If you use CoPilot to deliver the survey, you will configure the email template in CoPilot > Email templates.
Just in case you haven't reviewed our Survey docs, we have a sequence of articles to help with the end to end survey configuration process.
Hi Tony, Did the article helped you.
Please let us know if you need help in configuring.
Please let us know if you need help in configuring.
Hi Tony,
When you use CoPilot as your delivery service, the survey will be sent to contacts identified in CoPilot > Power Lists (they are not added through Surveys > Distribute).
When you use CoPilot as your delivery service, the survey will be sent to contacts identified in CoPilot > Power Lists (they are not added through Surveys > Distribute).
Reply
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.