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Send Surveys During a Marketing Campaign
Use the Survey Invitation object in Journey Builder to send survey invitations as part of a marketing campaign.
Required Editions
| User Permissions Needed | |
|---|---|
| To generate survey invitations: | |
| To create and publish journeys: |
|
Make sure to select an Experience Cloud site in Survey Settings before creating a journey.
- In Journey Builder, click New Journey, and then select Create New Journey.
- Drag Object Activity onto the canvas, and click it.
- Select the Survey Invitation object, and click Next.
- Select Create New, and then click Next.
- 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.
- Click Next, review your settings, name the activity, and click Done.
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