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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Trying to send a perso...
Customer experience | Sales, Customer Insights,...
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Trying to send a personalised survey from a journey

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Posted on by @iainwickscrm 52
1. I set up a trial
2. I created an email with a button that links to a Customer Voice survey that has personalised questions (i.e. includes the first name in some questions).
3. I have NOT ticked /Make survey anonymous/.
4. I added the email to a journey.
 
Result: When the email is sent via the journey it is not personalised and the response does not link back to the contact record.
 
Question: what do I need to do to make the survey personalised when it is sent via the journey?
  • Levi Th. Profile Picture
    Levi Th. 2 on at
    Trying to send a personalised survey from a journey
    To ensure you personalize your survey when sending it through your itinerary, you need to follow a few precise steps. pumpkin panic
    • Check Email Configuration: Make sure that in the email body, you have used personalization fields properly to insert personal information, such as customer name. Using symbols or special characters can affect personalization. Check again to see if these characters are present.
    • Check your Journey Settings: In your journey flow, make sure emails are added in the right places and don't have any rules that reduce personalization performance.
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Trying to send a personalised survey from a journey
    Hi Partner,
    You can refer to the following link, which provided detailed steps:
  • @iainwickscrm Profile Picture
    @iainwickscrm 52 on at
    Trying to send a personalised survey from a journey
    I cannot believe that no-one has done this?
    Surely there is someone at Microsoft who can answer this simple question?

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