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Support center Survey Web Survey Distribution Automation Custom Emails with Dynamic Data

Custom Emails with Dynamic Data

Create a custom email with dynamic data directly from Salesforce that is personalized and automated without having to write any code.

Create a custom email with dynamic data from the relevant Salesforce object when using the automated publish in Titan Web Surveys.

Path:

Publish > Automation > Config > Object in Salesforce

Click Custom Email.
- Choose the From Email Address from the drop-down list. For more information on this email address in Salesforce, click here.
- Choose Email from the drop-down list. The options in the drop-down list are linked to the object you selected in Salesforce in step 4. This is the email of the customer who will receive the survey.
- Type a subject in the Subject line. This field is mandatory.
- Type a body in the Body of the email.
Click the Next button.

Note:

The Web Survey URL is added by default. You can add more elements by clicking on the Add Elements (Merged field) option.

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