Skip to Content

Archived discussions are read-only. Learn more about SAP Q&A

External surveys with Sales documents or Activities

As part of the 1408 release, SAP has provided the capability to create an external survey for tickets (by using customer satisfaction surveys with email notifications). Is there a similar functionality for Sales documents or Activities?

Former Member
  1. Create your satisfaction survey. Scope Enhanced Marketing Functionality. 
  2. Create your html email template. Use the Survey ID as placeholder in your template. This will be sent out as link to open survey.
  3. Create a work flow rule of Email and documentation type that is sent out based on an event related to any sales object or activity object
  4. Use the template in your email as notification.
0 View this answer in context
Not what you were looking for? View more on this topic or Ask a question