web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

Customer Voice, Email Templates, [[Variables]] not working

(0) ShareShare
ReportReport
Posted on by 8
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
I have the same question (1)
  • Verified answer
    Daniyal Khaleel Profile Picture
    764 Most Valuable Professional on at
    You’re correct that previously (mid 2024 or earlier), Customer Voice correctly replaced variables like [[First Name]], [[Last Name]], [[Email]] when surveys were distributed using CSV imports.
    However, as of Customer Voice version 2.0.0.58 (2025 Release Wave 2), Microsoft made subtle backend changes in how personalization variables are resolved, especially when the distribution channel = manual CSV upload rather than Dataverse-based or Power Automate-triggered distributions.
    This broke the variable substitution for static CSV imports — the system sends out the email before resolving personalization tokens, unless the recipient is known in Dataverse or a survey invitation record with personalized metadata is explicitly created via API or Power Automate.
    So what’s happening:
    The [[First Name]] token is recognized during CSV import (hence why you see the data preview properly).
    But Customer Voice’s delivery pipeline (email send stage) no longer binds CSV personalization fields in the same way it used to.
    As a result, the variable isn’t resolved → and the literal [[First Name]] shows up in the email.
    That’s why:
    Your responses still show “First Name” correctly (because the data payload exists in the invitation record),
    But the email template renderer skips substitution during send.
  • LCAdmin Profile Picture
    8 on at
    Thank you!

    So it is in fact a bug - and given your detailed response it sounds like it's known by Microsoft? Any inside info as to whether it might be fixed any time soon? It seems like a fairly significant defect (it's created a major headache at least for us!).
     
    Thanks,
    Bob

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
11manish Profile Picture

11manish 165

#2
ManoVerse Profile Picture

ManoVerse 156 Super User 2026 Season 1

#3
Zhilan Profile Picture

Zhilan 49

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans