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  • 1.  Survey Invite Flow. Target Email Address

    Posted 08-10-2022 14:54
    I thought I read somewhere that in the Survey Invite Flow you could insert an email address from a CRM or some other resource other than relying on an email in the External Contacts.  I am just confirming if this is possible or must the Email Address be pulled from External Contacts.  If so is a Data Action required?  Thanks.
    #QualityManagement
    #Unsure/Other

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    Martin Bunting
    i3Vision Technologies Inc.
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  • 2.  RE: Survey Invite Flow. Target Email Address

    Posted 08-10-2022 15:30
    It's been over a year since I looked but as far as I recall:


    That Target Email Address can come from any variable, meaning yes if you wanted to pull it from a CRM you'd use a data action based on something from the call.  There are some built-in variables including the convID so you could potentially pull something else out from that interaction to then use in your data action if required.

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    Vaun McCarthy
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  • 3.  RE: Survey Invite Flow. Target Email Address

    Posted 08-10-2022 18:31
    Thx

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    Martin Bunting
    i3Vision Technologies Inc.
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