SAP Knowledge Base Article - Public

2484144 - Satisfaction Survey Link Not Working In E-mail Generated by Workflow Rule

Symptom

You create a Workflow Rule which sends an e-mail with a satisfaction Survey, however, the Survey Link is inactive.

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. Go to Administrator work center.
  2. Go to Workflow Rules view.
  3. Open the workflow rule XYZ (XYZ represents the name of the rule) that is configured to send the e-mail.
  4. The rule is activated and is configured with the html template.
  5. Now go to the Service work center.
  6. Select Ticket view.
  7. Create a test Ticket 123 (123 represents the ID of the Ticket) and open it.
  8. Make the changes to trigger the rule.

Check the email, the link for the survey is not clickable (it is not a hyperlink).

Cause

The configuration to send Surveys is not correct or the HTML template has not been completely setup.

Resolution

Small Guide for a better understanding of this functionality.


A) Pre-requisite to use Survey.

To use the satisfaction survey you need to have activated the Enhanced Sales Campaign functionalities option in business configuration.

Also, please keep in mind that Survey e-mail link is generated only for Accounts with Main Contact defined. If there is no Main Contact maintained, the Survey link will not be generated in the e-mail.

B) Steps to send an automated email notification based on workflow rules with a link to Satisfaction Survey

  1. Go to the Administrator work center.
  2. Go to the Workflow Rules  view.
  3. Create a rule (or edit the existing rule that you would want to change)
  4. Enter Basic Data and Define Conditions as per the requirement by completing the Steps 1. and 2. of the guided steps displayed on the top of the screen.
  5. In step 3 (Define Actions) : Please upload a template file that contains a placeholder for survey wherever you would want to show the survey link or click on Add Row to add placeholder definition for survey.
  6. Include Placeholders like Ticket ID & Survey ID (e.g. #TICKETID#, #SURVEYxx#).

        Note: The field to which it is mapped to does not matter, however, there has to be a mapping maintained to some field. This would be replaced with the url link for survey xx

    7. Add recipient determination eg: Contact of Account or Individual Customer (or whoever you would want the notification to be sent )
    8. Activate and Finish

C) Remark - Survey Status

  • Only surveys of (Category - Satisfaction Survey ) can be sent by e-mail.
  • The survey has to be active

 D) Format of Survey HTML (If the link of the survey received  is not hyperlink, please check the Tags of HTML with attention)

 html>
<head>
<meta content="text/html; charset=utf-8" http-equiv="Content-Type">
</head>
<body>

<p>Please join us for the conference!</p>


<a href="#SURVEYxx#">Please complete the survey</a>

</div>

</body>

</html>

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Save with Enconding UTF-8.

Please note:

The <p> </p> tag:  this only stands for paragraph and cannot create a link.

That tag which creates a hyperlink in html coding is <a href="#SURVEYxx#">Some  text</a>

Keywords

Survey link, not working, Satisfaction, workflow rule, html template , KBA , LOD-CRM-ACC , Account , LOD-LE-SUR-DEF , Survey definition = design time , How To

Product

SAP Cloud for Customer add-ins all versions ; SAP Cloud for Customer core applications all versions