How to edit email templates

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NOTE: Due to the last API modifications letterhead feature is not working properly. The developer-team is working on new modifications. Please select 'Custom (without using Letterhead)' when creating the email template. For the moment you can modify the body of Email template to change the look and feel of letterhead.

Thank you.

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Timba Surveys leverages Salesforce's email templates. You can easily edit a template and add extra information to the standard survey invitations. The email template can be sent as plain text or html.

1. Click on the collection icon

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2. Click 'Customize Email'

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3. Click 'Edit'

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4. Edit the subject line and/or email body text & click 'Save'

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TIP: Make sure the URL (%SURVEY_URL%) stays intact.


If you personalize a template of a survey and would like to also send a personalized template for the same survey but using workflow (survey automation) you will have to update the workflow template:

1. Click on 'Setup'

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2. Click 'Create'

3. Click 'Workflow & Approvals'

4. Click 'Email Alerts'

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5. Click the appropriate email template

6. Click 'Edit'

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7. User merge fileds to customize subject line and/or text

Example:

  • SURVEY NAME:
    {!TIMBASURVEYS__Survey_Summary__c.TIMBASURVEYS__Complete_Survey_Name__c}
  • RECIPIENT:
    {!TIMBASURVEYS__Survey_Summary__c.TIMBASURVEYS__Recipient__c}
  • RECIPIENT EMAIL:
    {!TIMBASURVEYS__Survey_Summary__c.TIMBASURVEYS__RecipientEmail__c}
  • LINK TO THE RESPONSE:
    <a href="{!TIMBASURVEYS__Survey_Summary__c.Link}">Click to view response</a> 

 

 

If you want to use a letterhead template instead of a custom HTML template (default type of template) to send the survey through the app's user interface (Collect tab) or the 'Send' buttons in the Contact/Lead/Case record page layouts you'll need to copy the unique template ID, delete the original template, and create a new HTML (letterhead) template with the original unique ID. Below you can find step-by-step instructions:

1. With each survey default email templates are created

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2. Click 'edit' [Send using Timba Surveys] + title of survey

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3. Copy the Template Unique Name and click 'Cancel'

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4. Delete the template

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5. Click 'New Template'

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Note: You must have an active Letterhead in order to create a HTML email template. You may have already created a Letterhead and simply have to make it "Available For Use".

6. Select 'HTML (using Letterhead)'

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7. Paste unique ID & file 'Unfiled Public Email Templates'

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8. Add custom text and string %SURVEY_URL%

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9. The template will be used when sending through the app

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10. The recipient will receive the email with the letterhead

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To use a letterhead templates with workflow you'll need to customize the link provided in the default custom HTML templates by using Salesforce merge fields. You can first use the default templates to view the formatting of the URL and then use merge fields to include the survey ID, contact/lead/user, and/or case ID (case ID only needs to be added if using the object Case to trigger the workflow)

1. Setup / Email / My Templates / New Template

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2. Select the option 'HTML (using Letterhead)'

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3. Add the required info, make sure it's available for use

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4. Add text & info (next you'll see how to customize the link)

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5. Add the text and click on the hyperlink icon

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6. Use URL formatting but using Salesforce merge fields

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7. Save and select as the template for the wf email alert

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To summarize

A) This is the string in the default workflow template:

[Send using Workflow] + title of survey

Please complete this survey at: {!IF(Contact.Id != null,IF(Case.Id != null,'<a href="http://bluetest-developer-edition.na9.force.com/TIMBASURVEYS__Survey?id=a0IE0000000QKJoMAO&cId='+Contact.Id+'&case_id='+Case.Id+'&wf=yes">test 2</a>','<a href="http://bluetest-developer-edition.na9.force.com/TIMBASURVEYS__Survey?id=a0IE0000000QKLIMA4&cId='+Contact.Id+'&wf=yes">test 2</a>'),'')}

B) This is the URL I receive when I get the email using the default email template:

http://bluetest-developer-edition.na9.force.com/TIMBASURVEYS__Survey?id=a0IE0000000QKJoMAO&cId=003E0000001gKC1&case_id=500E0000000ur0W&wf=yes
 

C) This is the customized link I use in the hyperlink for the letterhead:

http://bluetest-developer-edition.na9.force.com/TIMBASURVEYS__Survey?id=a0IE0000000QKJoMAO&cId={!Case.OwnerId}&case_id={!Case.Id}&wf=yes
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1 Comments

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    LindaAnglin

    This is where it boils down to a numbers game.  Most of the accounts you want, buy verified youtube accounts you’ll have a hard time getting an answer from the owner.  And if you do, most of them are skeptical that you’re going to scam them or steal their identity (cant happen, buy 103 verified youtube accounts but people are skeptical)I heard some good tips on this from a Jason Moffat video I watched a while back – he said that what was working for him was using something like this in a private Youtube message.Hey, Buy YouTube Accounts cheap I just came across your Youtube account and Im interested in buying it.  My buddy and I are having a competition to see who can get the most traffic to our websites and I want to use some of the videos you have to do that.  If you want to setup the videos on another account thats fine with me, Buy YouTube Accounts I just want your account as it is.  I can pay you like $100 for the account – and Ill send you the money via Paypal or a check in the mail.  Let me know if youre interested.Now one of the keys to this is that you have to find accounts that someone has no emotional or economic attachment to.  If someone has a bunch of workout videos for their own site and they are making money with it, Buy YouTube Accounts pva they arent going to sell it to you.  And if some little kid has a bunch of his favorite WoW clips on his account, then he’s prolly going to be hesitant with giving it up This is why you either have to tell them they can keep all the vids and move them to a new account – or you need to find accounts that just have 1-2 really good videos that have 1 million+ views.

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