Using Communication Templates in Salesforce to send linked emails

  1. Login to Salesforce.com.
    2. Survey Software Help Image
  2. Click on Setup - Top Right Corner:
    Survey Software Help Image
  3. Choose Communication Templates->Email Templates : Create a new Template
    Survey Software Help Image
  4. Copy and paste the Salesforce URL - from QuestionPro in the body of the template.
    Survey Software Help Image
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
    Survey Software Help Image
  3. Choose the template you just created
  4. The URL to QuestionPro should be there:
    Survey Software Help Image
  5. Send the Email
When the respondent (end-user) takes the survey, QuestionPro will post the data back into Salesforce:
Survey Software Help Image
License

This feature is available with the following licenses:

Team and Enterprise

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