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Apr 05, 2016 at 04:00 PM

How do you add a customer satisfaction survey to an email template used for a workflow rule?

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How do you add a link to a customer satisfaction survey to an HTML email used in a workflow rule?

I have searched the documentation. Under E-mail Templates in the Administrative guide it states, "for information about creating e-mail templates for use with workflow notification rules, see Workflow Rules Quick Guide". However when I search for that in the Administrative guide I cannot find it.

I find a section on workflow rules but it does not cover this. I found the process for adding customer satisfaction surveys to e-mail templates sent from marketing campaigns with a code snipet, but that is for campaign execution.

Best Regards,

Mike S.