can you embed surveys into Email assist?

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Can you put a survey into a email assist task?
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Ky Powell, Champion

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Posted 11 months ago

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Karl Rumelhart, Official Rep

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Yes.  Including a survey in Email Assist was part our summer release.  Note that this refers to including a survey link in Email Assist.  In-email surveys (where the first question is shown in the email itself) is not yet part of Email Assist. 
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Dan Ahrens, Official Rep

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Hi Ky - this article has details on using an email template with a survey as part of an email assist task: https://support.gainsight.com/Release_Notes/2017/Release_Notes_Version_5.9_September_2017-Incrementa...
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Ky Powell, Champion

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Thanks Dan. This article tells me alot about the email assist side of it, but where I am unclear is how to set-up the survey appropriately based on the fact that I am going to put this in email assist and then how to set that up in the email template itself. Is there a good article on this?
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Dan Ahrens, Official Rep

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Hi Ky,

Glad to help. :)

This article outlines it, but it's basically these steps:
  1. Create a survey and configure the survey to send via CoPilot
  2. Create an email template (or modify existing) to include a link to the survey (also can pre-configure the language)
  3. Send Survey through Email task (see 4th bullet point under this section of v5.9 release notes)
Let us know how you make out!
(Edited)
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Scott Superko, Champion

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I have a follow up question on this topic.

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
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Hitesh Sharma, Employee

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Hi Scott,

May i know how are you using the tokens, a screenshot would help.

Regards,
Hitesh
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Scott Superko, Champion

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Hi Hitesh,

This was found to be a bug.  I'm told a hotfix will be going into prod 12/12/17 to resolve. 
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Ben, Champion

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Thanks all. This is great info!

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.