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            Create Surveys That Participants Can Complete from the Email Invitation

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            Create Surveys That Participants Can Complete from the Email Invitation

            Create a one-question survey that participants can complete with a single click from within the email invitation.

            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 create surveys with a single question:

            Permissions to create surveys

            1. Create a survey.
            2. Go to the Branding tab and turn on Auto-Progress.
            3. Disable the Welcome page.
            4. Add a page with a single Net Promoter Score, rating, or score question.
              Note
              Note You can only embed Net Promoter Score, rating, and score questions in an email.
            5. Save and activate the survey.

            When a participant responds to the survey from within the email invitation, the thank you message opens in a new tab of the participant’s default browser.

            If you’re emailing the survey using automated processes like Support Settings or Case Auto-Response Rules, select the question as the email content in Default Settings.

             
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