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ky_powell
ky_powell
Contributor ⭐️⭐️⭐️⭐️⭐️
October 25, 2017
Solved

can you embed surveys into Email assist?

Can you put a survey into a email assist task?
    heather_hansen
    heather_hansenAnswer
    VIP ⭐️⭐️⭐️⭐️⭐️
    November 30, 2021

    @haleylund Yep!  Survey permissions.  You’ll have to give them permissions to distribute the survey under the Permissions tab in the survey, and also, make sure they have Survey permissions as well under the Permissions section in Admin I believe.

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    11 replies

    karl_rumelhart
    karl_rumelhart
    Expert ⭐️
    October 25, 2017
    Yes.  Including a survey in Email Assist was part our summer release.  Note that this refers to including a survey link in Email Assist.  In-email surveys (where the first question is shown in the email itself) is not yet part of Email Assist. 
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    dan_ahrens
    dan_ahrens
    Expert ⭐️⭐️⭐️
    October 26, 2017
    Hi Ky - this article has details on using an email template with a survey as part of an email assist task: https://support.gainsight.com/Release_Notes/2017/Release_Notes_Version_5.9_September_2017-Incrementa...
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    VP of Customer Success at Forcepoint
    ky_powell
    ky_powellAuthor
    Contributor ⭐️⭐️⭐️⭐️⭐️
    November 7, 2017
    Thanks Dan. This article tells me alot about the email assist side of it, but where I am unclear is how to set-up the survey appropriately based on the fact that I am going to put this in email assist and then how to set that up in the email template itself. Is there a good article on this?
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    dan_ahrens
    dan_ahrens
    Expert ⭐️⭐️⭐️
    November 7, 2017
    Hi Ky,

    Glad to help. :)

    This article outlines it, but it's basically these steps:
    1. Create a survey and configure the survey to send via CoPilot
    2. Create an email template (or modify existing) to include a link to the survey (also can pre-configure the language)
    3. Send Survey through Email task (see 4th bullet point under this section of v5.9 release notes)
    Let us know how you make out!
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    VP of Customer Success at Forcepoint
    scott_superko
    scott_superko
    Helper ⭐️
    November 21, 2017
    I have a follow up question on this topic.

    I am attempting to use a 3rd party survey URL in an email assist template.  Part of this survey URL has tokens that we map from SFDC for Account ID and Contact ID.

    When I try to send the email assist with a test account, I receive an error that: 

    "Following Token(s) mapping is not available. Replace these tokens with plain text or contact administrator. 
    -AccountID 
    -ContactID"

    Is there a system limitation where that I cannot use a dynamic URL in email assists? Or is this a configuration issue?

    Thanks
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    Gainsight Employee ⭐️
    hitesh_sharma
    Gainsight Employee ⭐️
    November 28, 2017
    Hi Scott,

    May i know how are you using the tokens, a screenshot would help.

    Regards,
    Hitesh
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    scott_superko
    scott_superko
    Helper ⭐️
    December 1, 2017
    Hi Hitesh,

    This was found to be a bug.  I'm told a hotfix will be going into prod 12/12/17 to resolve. 
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      ben
      ben
      Helper ⭐️⭐️⭐️
      February 1, 2018
      Thanks all. This is great info!

      Any timeline on getting in-line survey questions for Email Assist?

      Our use case is that we have a global survey translated into 5 languages. However, I don't fully trust our data surrounding a customer's language preference. I fear that an English speaking customer located in China may receive a Chinese version of our email. Thus, I want to be able to resend one-offs to the survey in English, but keep our in-line survey question. 
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      -Ben
        haleylund
        haleylund
        Contributor ⭐️⭐️⭐️
        November 29, 2021

        I recently deployed new email assists for updated playbooks and one included a mapped survey. The survey token works for me, but now the CSM’s are reporting when they validate the email they receive a message saying the survey token mapping is not available contact administrator. What could be causing this for CSM’s? I verified it is working as should for myself. Do I need to update survey permissions possibly?

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        Haley Lundgren, Customer Success Enablement
        heather_hansen
        heather_hansenAnswer
        VIP ⭐️⭐️⭐️⭐️⭐️
        November 30, 2021

        @haleylund Yep!  Survey permissions.  You’ll have to give them permissions to distribute the survey under the Permissions tab in the survey, and also, make sure they have Survey permissions as well under the Permissions section in Admin I believe.

        Translate
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