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Use piped text and image in Distribute Survey Task following a Salesforce Outbound Message within a workflow

  • October 10, 2024
  • 2 replies
  • 53 views

LukasK
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Hi Community,

I am facing the challange to use different Brand names and logos in a Survey invitation email within a Distribute Survey Task following a Salesforce Outbound Message.

I’ve managed to both use piped text for data coming from Salesforce to Qualtrics via the outbound message and an inline question from the survey I’m inviting to sucessfully:

  • Example salesforce data piped text for the name of the customer: 
  • Example inline question from survey: 

 

Based on the examples mentioned in earlier community discussions here and here it should be possible to add embedded data fields as well.

This is two examples of embedded data fields I tried, but didn’t get to work so far:

  • To pipe the url of the brand logo defined in the survey flow:
    <img alt="Logo" height="30%" src="${e://Field/Brand_invitation_logo}" width="30%" />
  • To pipe the correct Brand name:
    Your ${e://Field/Brand} Customer Service Team
     
     

Am I missing something, or is it not possible to use embedded data when combining a Salesforce task with the survey distribution?

Thanks for your support!

Lukas

 

 

2 replies

Deepak
QPN Level 8 ●●●●●●●●
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  • 1553 replies
  • October 11, 2024

The setup would have worked if the event was based on survey response. If you want this to work you would need the values in salesforce.


LukasK
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  • Author
  • 2 replies
  • October 14, 2024

Thanks @Deepak I will try that!


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