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            Send Survey Invitation Links

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            Send Survey Invitation Links

            Generate a survey invitation link, configure the invitation settings to control your survey's security, and send the invitation to participants.

            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 generate an invitation link: Permissions to create surveys
            Note
            Note Make sure that you give Read permission on the Contact object to participants who access the survey from an Experience Cloud site.
            1. In the Survey Builder, click Send, and then click Get Invitation.
            2. Select whether you want to send your survey to participants inside or outside your company.
            3. Configure the settings for the survey invitation.
              Setting Valid Participants Description
              Auto-Expires
              • Participants in your company
              • Participants outside your company
              		 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.
              Anonymize responses
              • Participants in your company
              • Participants outside your company
              		 Participants can take the survey without revealing their name or other identifying information. Participants can submit their response multiple times.
              Let participants see their responses Participants in your company Participants with Salesforce accounts in your org can access their response record in Salesforce after completing the survey.
              Don’t require authentication Participants outside your company Participants can take the survey without logging in to Salesforce or an Experience Cloud site.
              Note
              Note Participants in your company can respond only a single time to surveys that aren’t anonymous.
            4. Copy the survey link, and send it to your participants.
              For anonymous surveys, the invitation record isn't associated with the lead, contact, person account, or user account related to the participant record.
             
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