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Add survey email template to playbook email task?

Related products:CS Journey Orchestrator, Email & Notifications
  • January 6, 2023
  • 1 reply
  • 42 views
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elizabeth
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dan_ahrens
jonathan_mann
+1
  • travis_centers
    travis_centers
  • elizabeth
    elizabeth
  • easton_taylor
    easton_taylor
  • dan_ahrens
    dan_ahrens
  • jonathan_mann
    jonathan_mann
  • elena_painter
    elena_painter

alizee
  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 664 replies

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 ⭐️
  • 2 replies
  • August 16, 2023

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


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