Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create Email Invitations for Surveys

            You are here:

            1. Salesforce Help
            2. Docs
            3. Health

            Create Email Invitations for Surveys

            Create a Survey Email Branding configuration to customize the email that patients or members receive when care coordinators invite them to take a survey.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To generate email invitations on surveys:

            Read on Surveys

            AND

            Create and Read on Survey Invitations
            1. Create a comma-separated template file containing the basic metadata for your outgoing invitation.

              Include these fields. You can copy and paste this data into a spreadsheet app.

              DeveloperName MasterLabel FromEmailAddress Subject Body
              Example Example example@example.com Questions for you Please answer these important questions!
            2. To include images in your email, add two more columns to your CSV file.
              FooterImageId HeaderImageId
              ID of a content asset for the bottom of your email ID of a content asset for the top of your email
              Note
              Note Use the file selector in Experience Builder to upload your image files as content assets. Each content asset has an ID, which works as a link to that asset.
            3. Use Data Loader to upload the CSV file and map the columns to the Health Cloud fields.

            See Also

             
            Loading
            Salesforce Help | Article