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Generate Survey Invitations for Contacts, Person Accounts, and Leads
Create survey invitations for contacts, person accounts, and leads from their records.
Required Editions
| Available in: 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 generate survey invitations: | Permissions to create surveys |
| To associate a record with a survey invitation: | Read, Create, Edit, and Delete permissions on the Survey Subject object |
Make sure to select an Experience Cloud site in Survey Settings before generating a survey invitation link.
Note You can’t send survey invitation emails from a contact, person account, or lead records
with queue members as the owners.
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Open the contact, person account, or lead record for the participant.
Note If you open a contact record, make sure that it’s associated with an active user. The survey invitation isn’t emailed even if the associated user is inactive.
- Click the Get Survey Invitation quick action.
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Select the survey and the related record.
The survey invitation is associated with the related record. Say, for example, that you're creating an invitation for a survey that's related to a support case. For related record, select Case and then search for and select the participant's case record.
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Configure the invitation settings.
Setting Description 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. - To populate the invitation link, click Generate Invitation.
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Copy the survey invitation link and then click Done.
The quick action creates a Survey Subject record. Survey Subject records aren’t available in Lightning Experience.
To send the survey invitation link to the contact, person account, or lead from one of those record pages, go to the Email composer on the Activity tab of the record. Or send the survey invitation link using any other channel.
Public invitations without an Experience Cloud site are accessible only to users within your company. To respond to these surveys, users need read access to both the survey and survey invitation records, and create access to the Survey Response object.
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