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.
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.
We can use this functionality with the opportunity bo but we cannot with visits.
Is this possible only with opportunities?
Solved, we managed to use external surveys for visits too.
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.
I have the same issue with visits - how did you solve that?
Opportunity works fine..
Thanks for your response!
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
Can I Get this Identifier (Survey link) back to C4c in Survey Result ??
Hello thank you for this amazing blog.
Is it possible to generate or get this link on another system? Like we would like to send mail to customer with survey link on Erp on-prem. Is it possible?