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How can I send an survey email invitation from Salesforce and have the response tracked?
Salesforce.com has a concept of Communication Templates that allow you to create "templates" for emails that you can send via salesforce.com. These email templates can have dynamic code in them, that allow you to email a link to your survey and have the data posted back to Salesforce.com.
What are the steps I should follow to get the data-integration working using Salesforce Communication Templates?
On QuestionPro
- Goto :
- Login » Surveys » Integration Tools » CRM Integration » Salesforce.com
- Verify your Salesforce.com connection.
- Click on Data-Flow Mapping.
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- Copy the link from one of your mapped surveys.
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On Salesforce.com
- Login to Salesforce.com
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- Click on Setup - Top Right Corner:
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- Choose Communication Templates -> Email Templates : Create a new Template
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- Copy and paste the Salesforce URL - from QuestionPro in the body of the template.
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Now when you want to email a link to the survey:
- Goto the Salesforce.com Object -> Click on the ID to the Object -> Send Email
- In the Email Compose window choose Select Template
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- Choose the template you just created
- Send the Email
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