Skip to Content
Author's profile photo Jerry Wang

Step by step to send C4C external survey with Email template

I have to go through this scenario recently and meet with some small issues. I just would like to write down the detail step here in case you might also need in the future.
1. Create a new Survey with Category: Satisfaction
for survey question, just define a simple question with Date as anweser type: When do you start to work with ABAP?
Save the survey and write down its ID 75 for later usage.
2. Create a Workflow rule for BO Opportunity. This defined workflow will be triggered every time when an Opportunity is saved.
Workflow condition:
For the action to be executed, define type as E-Mail and upload the email body via a local file:
The local file looks as below.
<html>
<head>
<meta content="text/html; charset=utf-8" http-equiv="Content-Type">
</head>
<body>
<p>Dear customer, please kindly provide your valuable feedback by click on this link below </p>
<a href="#SURVEY75#">Please Complete this Survey</a>
<p>Thank you,</p>
<p>Customer Care</p>
</body>
</html>​
Use #SURVEY75# as place holder. In the runtime, a concrete url will be automatically generated by C4C backend using the question and answer designed for survey ID 75.
Also add a #SURVEY75# as placeholder and map it to a given field. For mapped Field, just choose one from drop down list.
In Recipient Determination, specify the role which will be notified by this workflow.
3. Create a new Opportunity which fulfills the workflow condition: Account ID = 1000838
Add Jerry Wang to account Manager role as workflow recipient:
Save the opportunity. Then there is a new mail sent to my email box:
Click the hyperlink in the mail to open the survey in the browser:
Fill the survey and submit it:
In the Results tab, we can see all the survey results are listed there.

Assigned tags

      6 Comments
      You must be Logged on to comment or reply to a post.
      Author's profile photo Samuele Barzaghi
      Samuele Barzaghi

      Hi,

      We can use this functionality with the opportunity bo but we cannot with visits.

      Is this possible only with opportunities?

      Thank you

      Author's profile photo Samuele Barzaghi
      Samuele Barzaghi

      Hi,

      Solved, we managed to use external surveys for visits too.

      Author's profile photo Bharath Raj
      Bharath Raj

      Hi Samuele,

      I know, now sap is providing the Datasource for visit answers. But How did you achieve the external surveys for visit and capturing in the data source earlier ?

      could you please share it.

      Regards,
      Bharathraj

      Author's profile photo Martin Schneider
      Martin Schneider

      Dear Samuele,

       

      I have the same issue with visits -  how did you solve that?

      Opportunity works fine..

       

      Thanks for your response!

      BR
      Martin

      Author's profile photo Kumar Rituraj
      Kumar Rituraj

      Dear Jerry Wang ,

      Is there any way we can add image to mail template ?

      I am aware that we can add images to any public server and access its link & use it in HTML code but is it possible to store image somewhere in C4C and use it

      Our requirement is to add a logo to mail template as a signature

      Regards

      Rituraj

      Author's profile photo Shehab Ahmed
      Shehab Ahmed

      Can I Get this Identifier (Survey link) back to C4c in Survey Result ??