I'm using the [[First Name]] variable in an email template that will be used to send a Customer Voice survey. The actual template source HTML is "Dear [[First Name]]," with no other HTML tags, styles, etc.
To distribute the survey, we've imported a CSV with Email addresses, First Names, and Last Names using the template as downloaded. The CSV file is valid, with all data. When it's imported, it properly displays the parsed file with each row of data correctly showing the email address, first name, and last name.
However, when the survey is sent, the recipients receive the email and the [[First Name]] variable has not been substituted - it is displayed literally as [[First Name]] in the body of the email they receive, so I'm not sure if there is a bug, or something I'm doing incorrectly.
What I've checked/verified:
- Dynamics 365 Customer Voice version 2.0.0.58,
- Environment version 2025 Release Wave 2
- The survey is not being sent anonymously
- If the recipient user submits the survey, his "Personalization" data shows up intact with the response received, so clearly the First Name info has been processed
- The source HTML of the email checks out/is valid, and the actual variable tag was inserted using the "Insert Variable" drop-down.
- The CSV checks out, and all data is received/displayed in the upload status result when the file is uploaded, with no errors
- The users being sent the survey are external to our org, they do not necessarily exist in our GAL, contacts, or Dataverse.
I'm fairly sure that this has worked in the past, going back maybe 6 months which was the last time I sent out a survey using this same workflow, but now it appears to be broken, at least on my end.
Can anyone confirm whether it's working for them?
Bob