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            Send Surveys Action

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            Send Surveys Action

            Create an action to send an active survey by specifying the name, subject, recipients, and invitation link options in the flow.

            Required Editions

            View supported editions.

            In Flow Builder, add an Action element to your flow. In the Action field, enter the name of an active survey. Or, in the left navigation, click Survey, and then in the Action field, select an active survey. Define the name of the action and the survey recipients.

            Note
            Note If you deactivate a survey after it’s added to a flow and then activate it, the Flow Builder renders an incorrect Action layout for that survey.
            Example
            Example You want to collect feedback from all the participants when a case is closed. First, create a flow and get all records where the status of the case object is closed. Then, create an action that selects the survey to send to the participants for feedback.

            Set Input Values

            Specify at least one recipient for the survey.

            Field Description
            Label Name for the action.
            API Name

            Associate an API name for the action.

            This parameter auto-generates the API name based on the label, which you can edit, if necessary.
            Description Optional. Description about the purpose of the action.
            Survey Subject

            Optional. Select a survey subject that you want to perform the action on. For example, to get all case records, select the survey subject as Case, or create a required resource for the subject.

            This parameter accepts flow variables of type Text.
            Recipient Type

            Select the type of recipient of the survey. Choose the Lead or Contact recipient type only when there’s a default Experience Cloud site selected for sending public surveys.

            This parameter accepts flow variable of type Text.
            Unique link Optional. Each participant receives a unique survey invitation. The responses are mapped to the participant name.
            Anonymize responses Optional. The responses received aren’t mapped to any participant.
            Don’t require authentication Optional. By default, surveys sent to lead or contact require authentication. However, you can enable this option to allow access to the survey without any authentication.
            Invitation expires in days Optional. Define the number of days after which the access to the survey is restricted.

            See Also

             
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