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Customer experience | Sales, Customer Insights,...
Suggested Answer

Adding customer voice survey to Marketing email in new email editor

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Posted on by 5

Hi,

Does anyone know how to add customer voice survey in new marketing email editor. Below are the steps with old editor where as in new editor unable to find advance elements in toolbox.

To add a Dynamics 365 Customer Voice survey to an email message, go to the email content designer. Then go to Toolbox > Advanced elements > Dynamics 365 Customer Voice. Drag and drop the Customer Voice survey element into your email. In the Properties tab, choose the survey you would like to use.

Since old editor have been depreciated, would like to know how to add surveys in new editor.

I have the same question (0)
  • Suggested answer
    Nya Profile Picture
    29,064 on at

    Hi,

    You can add the survey as a button in following way.

    pastedimage1637825079883v1.png

    pastedimage1637825098044v2.png

    And here it is.

    pastedimage1637825109780v3.png

    So that if the receipt clicks the button, the survey can be accessed.

  • Suggested answer
    PiotrG Profile Picture
    70 on at

    You should do it as below:

    1. in setting enable the integration:

    Settings -> Feature Switches "customer voice integration" - enable this

    pastedimage1637917188718v1.png

    2. in marketing email add a button and in properties link to a survey you previously created

    pastedimage1637917392359v2.png

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