Personalize welcome messages, survey questions, and thank you messages by inserting field values in Salesforce records, participant details, company information, and custom values. Let participants upload documents in responses to attachment questions and respond to surveys in the email invitation itself. Validate participants’ responses to short text questions.
| 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 |
- Use Merge Fields to Personalize Surveys
Define and insert variables for merge fields in welcome messages, survey questions, and thank you messages. Inserted merge fields resolve to field values in Salesforce records, participant details, company information, and custom values. - Configure Attachment Questions
Allow participants to upload documents such as receipts for warranty claims by including attachment questions in your survey. - 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. - Validate Short-Text Responses
Validate responses to short-text questions to help ensure the quality of feedback you receive. - Create Survey Data Maps to Create or Update Records
Incorporate feedback into your Salesforce org by creating data maps that automatically create or update case or other records based on a participant's responses. - Create Data Maps to Send Custom Notifications Based on Survey Responses
Send custom notifications to alert your agents about survey responses. You can send custom notifications for every response or define response conditions to send notifications. - Show Survey Progress to Participants
Show a progress bar on surveys so that participants can see how far along they are. - Customize the Thank You Message
Customize the message that participants see when they finish the survey. Write multiple messages and then create the logic that determines which message participants view. - Link to Webpages from the Thank You Page
Keep your customers engaged after they respond to surveys by adding links or redirects to your company website, social media pages, or other webpages on the Thank You page.