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.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud


User Permissions Needed
To generate email invitations on surveys: Read on Surveys

AND

Create and Read on Survey Invitations
  1. 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!
  2. 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 the file selector in Experience Builder to upload your image files as content assets. Each content asset has an ID, which works as a link to that asset.

    Note

  3. Use Data Loader to upload the CSV file and map the columns to the Health Cloud fields.