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Customize the Survey Invitation Email Templates
Edit the survey invitation templates to reflect your company's voice and style, and create templates for different types of surveys or projects.
| 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 |
From the App Launcher, search for and then select Email Templates. Then, select one of the survey invitation email templates to edit or clone it.
- Embed_a_Survey_Link—Includes a link to the survey in the body of the email.
- Embed_a_Survey_Question—Includes two merge fields in the body of the email to embed a like
or dislike, Net Promoter Score (NPS), rating, or score question:
{{{SurveyQuestion.QuestionName}}}and{{{SurveyQuestion.QuestionHtmlContent}}.
While sending a survey invitation via email from the survey builder, if you select Survey link as the content type, use email templates where the Related Entity Type is either Contact or Lead. If you select Question as the content type, use email templates with the Related Entity Type set to Contact, Lead, or Survey Question.
Keep in mind these considerations when customizing or creating survey invitation templates.
- Don’t edit or remove the survey link or the question merge fields.
- When cloning a template, for Related Entity Type, select Survey Question.
- If you accidentally corrupt or delete one of the original templates, you can recreate it by disabling and then re-enabling Surveys in Setup. If the survey templates aren’t restored by deactivating and re-enabling surveys, you can duplicate them by copying the affected templates from another org.
