Send transactional emails from Salesforce using Visualforce templates. You can use transactional emails to understand how respondents felt about using your website, making a purchase, interacting with your company after a sale, and more.
Build a survey, then connect your survey to Salesforce. From your survey, go to Mappings > Salesforce Custom Mappings to connect the survey to your integrated Salesforce environment. You don’t need to build any mappings yet.
Create a Visualforce email template in GetFeedback that you can copy and paste into Salesforce. To create and export your email template:
After copying your template code, you can create your Visualforce email in Salesforce. To import your Visualforce template code:
After setting up your email template, you can create a workflow in Salesforce. If possible, work with your Salesforce administrator to make sure you create your workflow correctly.
When creating your workflow:
Create mappings to tell GetFeedback where to place survey response data, such as NPS or CSAT score, in Salesforce. You can use our managed mappings package or create your own custom mappings.
Before turning on your workflow, send a test email to make sure your merge fields and mappings are working correctly.
To test your email and merge fields:
If you’re satisfied with the test email, you can turn on your workflow and start sending transactional emails.