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Add survey email template to playbook email task?

  • January 6, 2023
  • 1 reply
  • 43 views

alizee
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Not sure why, but I can’t seem to add a survey email template to a playbook (non-anonymous survey). It doesn’t make sense to not be able to do that especially when the email survey task should be followed by some other actions. 

Asking CSx to create a CTA and then an email task is just… (and other tasks) when they could just use a ready-made playbook. Please evolve this. 

1 reply

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  • Contributor ⭐️
  • August 16, 2023

Agreed, this is a huge blocker that makes no sense and adds extra steps.