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ReportWhenever 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
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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