Easily create and schedule email surveys using Salesforce Automation. Our Salesforce Automation gives you access to advanced tracking and analytics, helps you avoid using up your Salesforce email send limits, and lets you set reminder emails without setting up complicated apex triggers in Salesforce.
From your survey, go to Distribute > Email > Salesforce Automation to build your email template.
Set up the Salesforce triggers and fields for the email.
When your email bounces or a customer unsubscribes, you can map requests and bounces back to Salesforce so you can build suppression list reporting or curate a high-performing distribution list for future emails.
To map hard bounces and unsubscribe requests to Salesforce:
If someone unsubscribes, or an email is returned as a hard bounce, we’ll update the Unsubscribed and Hard Bounce checkboxes on the Salesforce contact.
When you select the Salesforce trigger object, we add certain merge fields by default. If you want to track and record additional information, you can add more merge fields to the email. For example, if you want to reference any lookup relationships in Salesforce, add those object IDs as merge fields.
To add merge fields:
Edit the logo, greeting, and body message of your email.
To personalize your email with merge fields, select the subject, greeting, or message fields, then select Personalize. You can choose from any merge fields you’ve added to your email. You can also add a fallback term to use if we can't pull a recipient's information from Salesforce.
When you’ve finished building your template, select Save changes in the bottom right corner.
You can send up to 2 reminder messages to your recipients to encourage them to take your survey. Select the First reminder tab to start setting up reminder emails. Learn more about Salesforce reminder emails
In the top left corner of the email editor, select View in Salesforce to open the outbound message in Salesforce.
If you haven’t already, set up a flow in Salesforce to trigger your survey outbound message. You can either:
If you choose Case as the object that triggers your email, GetFeedback can automatically create a case closed flow for you in Salesforce. The case closed flow triggers the email to send after a customer’s case has been closed.
Make sure to save your email again after turning on the toggle. You can edit this case closed workflow in Salesforce, to set time delay or other settings as needed.
For workflows and automated emails that aren’t triggered by a Case object, follow the instructions below to create the workflow directly in Salesforce.
When you’re done creating your flow, make sure to test it. Enable your outbound message and flow to make sure everything is working as expected before going live.
You can set up a custom email domain (such as email@example.com) or create a custom subdomain (such as firstname.lastname@example.org). Using a custom domain requires changes to your DNS.
When setting up automated emails from Salesforce, you can send using your own email domain by setting up DKIM.
DKIM adds a unique signature to the message header for each email you send. This signature is specific for your domain and is generated by a private key. The corresponding public key is added to a DNS record for your domain. We’ll provide you with this key so that you can add this to your DNS records before sending with us.
DKIM then permits receiving email systems to verify that the email was authorized to be sent. Using DKIM can help with your deliverability rates, ensuring that more surveys reach more of your audience for better response rates and data overall.