Create Email Invitations for Surveys
Create a Survey Email Branding configuration to customize the email that patients or
members receive when care coordinators invite them to take a survey.
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
| User Permissions Needed | |
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| To generate email invitations on surveys: | Read on Surveys AND Create and Read on Survey Invitations |
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Create a comma-separated template file containing the basic metadata for your
outgoing invitation.
Include these fields. You can copy and paste this data into a spreadsheet app.
DeveloperName MasterLabel FromEmailAddress Subject Body Example Example example@example.com Questions for you Please answer these important questions! -
To include images in your email, add two more columns to your CSV file.
FooterImageId HeaderImageId ID of a content asset for the bottom of your email ID of a content asset for the top of your email - Use Data Loader to upload the CSV file and map the columns to the Health Cloud fields.