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            Use Rules to Target Survey Participants

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            Use Rules to Target Survey Participants

            Survey Invitation Rules allow you to send rule-based surveys when a record is created or updated for a Survey Subject supported object. Add a customer engagement context to the rule to collect information about the groups that are targeted.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            Available with the Feedback Management - Starter and Feedback Management - Growth licenses
            User Permissions Needed
            To create survey invitation rules: Manage Flows
            To generate survey invitations: Profile that allows the user to create and send surveys
            To associate a record with a survey invitation: Read, Create, Edit, and Delete permissions on SurveySubject records

            Make sure to select an Experience Cloud site in Survey Settings before creating a survey invitation rule.

            Survey invitation rules can be created with or without the customer engagement context. But to add a customer engagement context, you must create a Custom Metadata Type and define the required parameters of the engagement context. Then, enable the engagement context in the survey. Next, create a survey invitation rule with the trigger conditions and map the engagement context, if necessary.

            1. From Setup, in the Quick Find box, enter Survey Invitation Rules, and then click Survey Invitation Rules.
            2. Click New Rule.
            3. In the Configure a survey trigger window, define the required settings.
              Setting Name Description
              Name Give a name to the rule.
              API Name The API name that is auto generated based on the rule name.
              Description Optional. Provide a brief description of the purpose of the rule.
              Action Select an action that results in the trigger of the survey to the participants.
              Object Select a SurveySubject object that you want to associate with the rule.
              Record Type Optional. Select the type of record that gets created or updated for the object. The field is enabled only when a type is associated with the object.
              Field Select a field associated with the SurveySubject object that you choose.
              Value Select a value associated with the selected field.
              Survey Select a survey that you want to send to the participants when the conditions are met.
              Recipient Choose a survey recipient.
              Survey Invitation Engagement Context Optional. If there’s an engagement context configured for the survey, then you can select the parameters that you want to focus on with the survey.
            4. Click Preview Survey for a temporary execution of the survey.
            5. Save your changes, and then click Activate.
              To update the rule, deactivate it.
             
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