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tony_tao
tony_tao
Contributor ⭐️⭐️⭐️⭐️⭐️
March 14, 2018
Solved

Email template in "publish survey" blank

  • March 14, 2018
  • 5 replies
  • 81 views
I'm creating my first NPS survey and needing to send a test to myself. I'm running into after setting up the salesforce survey domain, where "email template" under the "publish survey" section does not have an option for me. Where can I use a template or what's the best practice? This is blocking me from publishing my survey.
    Best answer by lila_meyer
    Hi Tony,

    When you use CoPilot as your delivery service, the survey will be sent to contacts identified in CoPilot > Power Lists (they are not added through Surveys > Distribute). 

    5 replies

    lila_meyer
    lila_meyer
    Gainsight Employee ⭐️⭐️⭐️
    March 14, 2018
    Hi Tony,

    It sounds like you may have set the email delivery method to SFDC, so the system is expecting you to have a SFDC email template in place. Do you want to send the survey via SFDC, or Gainsight's CoPilot? If you use CoPilot to deliver the survey, you will configure the email template in CoPilot > Email templates. 

    Just in case you haven't reviewed our Survey docs, we have a sequence of articles to help with the end to end survey configuration process. 
    Lila Krutel, Dir. Global Education Services
      sai_ram
      sai_ram
      Expert ⭐️⭐️
      March 15, 2018
      Hi Tony, Did the article helped you.

      Please let us know if you need help in configuring. 
      tony_tao
      tony_taoAuthor
      Contributor ⭐️⭐️⭐️⭐️⭐️
      March 15, 2018
      Hi, I'm still having issues sending a test survey. I've configured my survey using the 'email service' CoPilot and was able to publish but now am not able to add participants

      lila_meyer
      lila_meyerAnswer
      Gainsight Employee ⭐️⭐️⭐️
      March 15, 2018
      Hi Tony,

      When you use CoPilot as your delivery service, the survey will be sent to contacts identified in CoPilot > Power Lists (they are not added through Surveys > Distribute). 
      Lila Krutel, Dir. Global Education Services
        sai_ram
        sai_ram
        Expert ⭐️⭐️
        March 16, 2018
        @Tony, What @Lila said is true. 

         I am happy to jump on a call if things are still confusing.
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