Contains:
Prepare your Retently Survey
Retently allows you to include the survey buttons links in your own template, with custom HTML and CSS, and deliver the survey via another email service, or you can collect feedback from your web apps' chat.
To do so, you will need to create a "Link" channel survey campaign. It may be NPS, 5-STAR, CSAT, or CES.
Make sure to customize the survey template, because when a customer will click a score in your own survey, they will be redirected to a webpage with additional questions that will pull the style and content from the survey template in your campaign.
Optionally, you can configure some other settings, such as notifications, autoresponders, and webhook notifications. Learn more about the survey by link campaign setup here: https://help.retently.com/en/articles/3710522-set-up-and-distribute-surveys-by-link.
In your campaign's Setup section, you can copy the unique survey link for this particular campaign. The link will have the following structure:
Setting up in Salesforce
Open the “Email Message” tab and create your email template as usual. Please do not forget to also include the first question, before the survey buttons, it should look somehow like this:
Feel free to customize the email according to your design guidebook as you prefer.
You can access all the variables available in salesforce by clicking on the Insert marge field button.
As we need the email of the recipient, we will use the {{{Recipient.Email}}} placeholder. So in the end your hyperlinks should look like this:
Now double-click on the corresponding digit and include the hyperlink from below.
NPS campaign:
CES campaign:
CSAT campaign:
Now that you are all set, just save this email as a template and you're good to go.