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This thread is for the Admin Office Hours session for Thursday Nov 17th ,2022. Submit your questions to this thread and we'll address them during our session at 1-3PM UK Time

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Hey Folks,

 

Is it possible to use an email template in a Playbook task if the email contains an inline survey question? 

In the email template the survey I am using is SURVEY > QUESTION to get an inline question embedded in the email.

In testing, when there is no survey question in the email template, the email template can be selected within the playbook task setup window, however if an embedded question is added to the template, the email template can’t be found when adding an email task to a playbook.  Additionally, if I add the email template to the playbook without the inline survey question, save the task, then add the survey back into the email template when I go back and check the playbook task the email template has been disconnected from the task.

 

Any advice on this would be great, see you this afternoon team!

 

Thanks as always!

@Stuart We have a limitation for Inline NPS questions templates in Playbook tasks.We can add only Survey button or links in the email templates for Playbook tasks.

Thanks @baji_bathula, appreciate you letting me know.  Is this functionality expected to change with future releases?

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