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Email Survey Invitations to Individuals
For surveys with fewer participants, email the survey invitation by manually adding each address. You can email individual survey invitations to leads, contacts, or users in your Salesforce org. The invitation can include a single embedded survey question or a link to open the survey.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
| Available with the Survey Response Pack, Feedback Management - Starter, and Feedback Management - Growth licenses |
| User Permissions Needed | |
|---|---|
| To send an email invitation: |
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- In the Survey Builder, click Send, and then click Send Email.
- Select a question to embed, or select the survey link. You can embed like or dislike, Net Promoter Score (NPS), rating, or score questions. Then, click Next.
- Select Send to Individuals and click Next.
- By default, Salesforce sends the invitation from your user email address. If desired, change the From email to an organization-wide email address instead.
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In the To field, enter the email addresses of the participants. You can include up to 50
email addresses, separated by commas.
Note If you select a contact, make sure that it’s associated with an active user. The survey invitation isn’t emailed even if the associated user is inactive. - Customize the subject.
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Customize the email body.
Note Don’t edit or delete the merge fields containing the survey question or the survey link. However, you can add other merge fields to personalize your email.
- Click Next.
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Configure the invitation link settings.
Setting Description Unique link Each participant receives a unique invitation link. The participant’s name is associated with their response record. They can respond to the unique invitation only one time. Anonymize responses Participants can take the survey without revealing their name or other identifying information. Participants can submit their response multiple times. Don’t require authentication Participants can take the survey without logging in to Salesforce or an Experience Cloud site. Auto-Expires Participants can’t take the survey after the specified date because the survey expires on that date. For more information, see Set an Expiration Date for Your Survey Invitation. -
Click Send.
Salesforce sends the survey invitation using the Email global action.
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