Using Communication Templates in Salesforce to send linked emails

On Salesforce.com
  1. Login to Salesforce.com
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  2. Click on Setup - Top Right Corner:
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  3. Choose Communication Templates->Email Templates : Create a new Template
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  4. 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:
  1. Goto the Case -> Choose your Case -> Send Email
  2. In the Email Compose window choose Select Template
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  3. Choose the template you just created
  4. The URL to QuestionPro should be there:
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  5. Send the Email
When the respondent (end-user) takes the survey, QuestionPro will post the data back into Salesforce:
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License & Access Options

This feature/tools described here are available with the following license(s) :

Team Edition

Unlimited Surveys, Questions, Responses

Advanced Toolset and Features

No Long Term Commitment

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