Use the Send Survey action to easily send a quick pulse or relationship survey to gauge customer or employee satisfaction. With the action, users can send survey email invitations from any object’s record pages and don’t have to go to Survey Builder to send surveys.
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
| Available with the Feedback Management - Starter and Feedback Management - Growth licenses |
- Add the Send Survey Action to Object Page Layouts
Give your users access to the Send Survey action on record pages of any standard or custom object. - Send Survey Invitations with the Send Survey Action
Send a pulse or relationship survey invitation by email from record pages to individuals related to the record by using the Send Survey action. Personalize the email by adding merge fields and embed either a survey question or a link to the survey in the email.