Send Surveys During a Marketing Campaign

Make sure to select an Experience Cloud site in Survey Settings before creating a journey.

1. In Journey Builder, click New Journey, and then select Create New Journey.
2. Drag Object Activity onto the canvas, and click it.
3. Select the Survey Invitation object, and click Next.
4. Select Create New, and then click Next.
5. Define the Map Fields.
   • Can Respond Anonymously—If selected, Salesforce doesn't store the survey participant's name.
   • Can See Their Response—If selected, participants can see their responses after they submit the survey.
   • Let Guest Respond—If selected, survey participants don't have to be members of your org.
   • Name—The name of the survey that you want to invite participants to take.
   • Survey ID—The unique identifier for the survey that you're inviting participants to take.
   • Invitation Expires On—The date that the survey invitation expires.
   • Is Default—Makes the invitation the default invitation that’s sent for the survey.
   • Network ID—The unique identifier for the Experience Cloud site associated with the survey.
   • Owner ID—A unique identifier for the user who creates the invitation.
   • Participant ID—The unique identifier for the field you're using to send invitations.
   • Survey Email Branding ID—The unique identifier for the invitation's configuration settings.
6. Click Next, review your settings, name the activity, and click Done.