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Where does Surveys get the value for "Survey Participant::Display Name" CTA token from?


marcelo
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Does anyone know where the Survey engine gets the "Survey Participant::Display Name" token from? I'm testing out the CTA functionality from surveys and I find that the CTA is created but this token shows as the customer's email address rather that their name. Any ideas?

Best answer by sekhar_dutta

If you are sending survey using Advanced Outreach and your participant source is Contact then make sure that you have mapped 'Sfdc Contact Id' in Advanced Outreach Participant Sources Mapping.
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sekhar_dutta
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  • Gainsight Employee ⭐️
  • 33 replies
  • May 24, 2018
It comes from 'DisplayName__c' field of 'SurveyParticipant__c' object.  If name is not found then email id get stored in DisplayName__c field.

marcelo
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  • Author
  • Helper ⭐️
  • 133 replies
  • May 24, 2018
Thanks Sekhar! How do those fields get populated and how can I make sure the Display Name is provided? Is it taking it from Contact object or does it have any type of integration with the Advanced Outreach?

sekhar_dutta
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  • Gainsight Employee ⭐️
  • 33 replies
  • Answer
  • May 24, 2018
If you are sending survey using Advanced Outreach and your participant source is Contact then make sure that you have mapped 'Sfdc Contact Id' in Advanced Outreach Participant Sources Mapping.

marcelo
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  • 133 replies
  • May 24, 2018
You tha man!!!!! Thanks a ton.. that was it.. not sure why we forgot to map it. Thanks!

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