Is there any way to use Supplemental Data or Calculated Embedded data in Email Invite? | XM Community
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Question

Is there any way to use Supplemental Data or Calculated Embedded data in Email Invite?


Yogaraja.Sivasundaram
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Is there any way to calculate or lookup a value and use that calculated value in the Email Invite?

 

Scenario:

We are receiving Brand ID from the Contact List.

If BrandID = 1
then BrandName = ABC, BrandLog = https://abc.com, CustomerCareNumber = 12345

If BrandID = 2
then BrandName = EFG, BrandLog = https://efg.com, CustomerCareNumber = 23456

If BrandID = 3
then BrandName = XYZ, BrandLog = https://xyz.com, CustomerCareNumber = 98765

 

Based on Brand ID in the Contact List, I’m able to use Branch and Set Embedded data in the Survey Flow to calculate Brand specific values. I’m able to use these calculated values in the Survey but not in the Email Invite.

 

I tried Supplemental Data Source too, but I see no option to use SBS data in Email Invite.

Adding all brand Specific details in the Contact List seems like a lot of duplicate data!

2 replies

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  • Level 7 ●●●●●●●
  • 2028 replies
  • February 5, 2025

If you go through the workflow route, you could do any kind of data processing in a code task. So, pull from contact list, then add the specific data, and send survey invite.


Yogaraja.Sivasundaram
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Thank you ​@ahmedA. Through workflow. I’m able to perform this action 👍.


 

  • Workflow > Basic Transformation Task > (pick source) > (pick column) >  . . . (more) > more Add advanced conditional Field
  • Enter the new field name and the if / else conditions.

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