Dynamics Community Forum Thread Details

Sending Survey through Customer Insights (Marketing) Journey does not record Regarding field

Whenever we send the survey through the Enquiry page in CRM, it sends the Survey out with the Regarding and Subject fields pre-populated. However, if the survey is sent through the customer voice journey – the survey that is sent out does not have Regarding and Subject fields pre-populated.

Below are the details of the flow

Workflow to send Customer Satisfaction Survey whenever the new enquiry is created
Systems involved – Dynamics CRM (365 Sales Hub), Customer insights (Marketing), Customer Voice Survey
Trigger – Whenever a new enquiry is created
Effect – A journey in Customer insights (Marketing) initiates
Action – Sends a text message or an email with the link of the customer satisfaction survey (if Enquiry> Send Survey is Yes)
Result – Once the customer completes the survey a record is created in the Customer Voice Survey Response table
Issue – The response is missing the Regarding and Subject fields

How can we populate the Regarding and Subject fields of the survey before it is sent out?

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