Send a survey past using the built-in email composer

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Dynamics 365 Client Vocalization provides an easy mode to send your survey to multiple people through email. By using the built-in electronic mail composer, you can transport customized email invitations to your recipients and track their status.

To transport a survey by using email

  1. Open the survey and go to the Ship tab.

  2. Select Email. A default subject field line and email message appear, along with a link to your survey in the message body. Yous can modify and format the text to meet your requirements.

    Note

    If you lot've sent your survey through email once, the invitation summary is displayed. To send your survey past using email, select Resend > Email.

  3. In the Recipients field, enter the recipient'due south name or e-mail address. You can populate the Recipients field by using any of the following methods:

    • Inbound an email address manually.
    • Entering a proper noun, email address, or a distribution listing from Azure Active Directory.
    • Entering a contact or contact listing/view from Microsoft Dataverse. The contacts are populated from the environment in which your project is created.
    • Importing a CSV file by selecting Import contacts. More information: Import contacts from a CSV file

    Note

    For a distribution grouping to be listed in the Recipients field, ensure the following:

    • When creating a group by using PowerShell, MailEnabled is set to true and SecurityEnabled is prepare to faux.
    • When creating a grouping by using Azure portal, the group blazon should not be Security.

  4. To insert the survey link into your email message, come across Insert a survey link.

  5. To add together an unsubscribe link to your email message, run across Insert an unsubscribe link.

  6. To personalize the e-mail past using survey variables, come across Personalize the survey e-mail.

  7. To embed the starting time question of the survey into your electronic mail message, run into Embed a survey in an email.

  8. To select an e-mail template, select a template from the Template list. More information: Employ e-mail templates

  9. To send a multilingual survey, select a language from the Language list. To exist able to select a language, you must first select an email template. The selected language applies to survey invitation and survey question.

  10. When you're ready to send your survey, select Ship.

    Email editor.

You lot can import a maximum of 10,000 contacts past using a CSV file. You tin also use this file to associate a survey invitation and response to an entity in Dataverse. You can also specify values for the variables added in the Personalization console. To import contacts, you must first create the CSV file and then upload the CSV file.

Create the CSV file

Provide details in the CSV file in the following order: Email address, first name, terminal name. If y'all want to specify values for variables, you tin add them after the last proper name column in the CSV file. To rapidly get started, yous can also download a CSV template.

To download a CSV template

  1. In the email editor, select Import contacts in the Recipients field.

  2. In the Import contacts panel, select Download template.

    Download a CSV template to create a recipient list.

Subsequently the CSV template is downloaded, enter the required data in the following columns:

  • Email accost: E-mail accost of the recipient.
  • Offset name: Commencement proper name of the recipient.
  • Last name: Concluding name of the recipient.

If you've added variables to your survey, they'll be available as separate columns in the CSV file. You lot can specify the values equally per your requirement.

If you want to acquaintance a survey invitation and response to an entity, you can either add the RegardingID and RegardingEntityName columns to the CSV file and enter the data or download the advanced CSV template.

To download an avant-garde CSV template

  1. In the electronic mail editor, select Import contacts in the Recipients field.

  2. In the Import contacts console, expand the Advance options section, then select Download advanced template.

    Download a advanced CSV template to create a recipient list.

After the CSV template is downloaded, enter the required information in the following columns:

  • Email address: Electronic mail address of the recipient.
  • First name: Outset proper noun of the recipient.
  • Last name: Last name of the recipient.
  • locale: Language in which the survey needs to be displayed while embedding it in the email.
  • RegardingID: ID of the entity to associate with the survey invitation and response.
  • RegardingEntityName: Proper name of the entity to associate with the survey invitation and response.

If you've added variables to your survey, they'll be available as split columns in the CSV file. Yous can specify the values as per your requirement.

Upload the CSV file

  1. In the email editor, select Import contacts in the Recipients field.

  2. In the Import contacts panel, select Upload.

    Upload the CSV file.

  3. Browse to and select the CSV file yous want to upload.

    After the file is uploaded successfully, a preview of the imported contacts is displayed in the Import contacts console.

    If the imported recipient already exists as a contact in Dataverse, and yous want to update the contact information as per the CSV file, select Update the contact information if imported recipient already exists as a contact in CDS.

    Preview contacts of the CSV file.

  4. Verify the information and then select Import.

The survey link is added to your e-mail message by default. To insert the survey link in a different location in your email message, identify the cursor at the location you lot desire, and and so select Insert > Survey link. You lot can also select text, and then select Insert > Survey link to display that text equally the survey link.

You can configure your email message to include a link that allows a respondent to unsubscribe from the survey. To insert the unsubscribe link in the email message, place the cursor at the required location, and so select Insert > Unsubscribe link. You can as well select text, and then select Insert > Unsubscribe link to display that text as the unsubscribe link. By default, the unsubscribe link is added to all email message templates.

Personalize the survey email

Y'all can use variables to personalize your survey's e-mail bailiwick and email message—for example, you lot can add the respondent'southward first proper noun to the email subject and the email bulletin. Place the cursor where you want the name to announced, select Insert > Personalized variables, then select Kickoff Name from the list. A placeholder is added at the cursor location. The first proper noun of the respondent is automatically inserted when the email is sent. All variables created in a survey are displayed in the Personalized variables listing.

To create a new variable, select New variable from the Personalized variables list. If default values haven't been divers for survey variables, nothing is displayed for the variables. For more information nearly creating variables and providing values for them, see Personalize a survey.

Embed a survey in an email

If you accept added a Pick (single reply), Rating (star or smiley symbol), or Cyberspace Promoter Score question equally the first question in your survey, you can embed information technology in your electronic mail message. To embed the question, place the cursor where you want to embed the question, and and so select Insert > Showtime question of the survey. The question is embedded at the cursor's location and the email bulletin is adjusted accordingly. When a respondent selects an pick to answer the question, the whole survey is opened in a web browser and the respondent can continue with completing the survey.

Embed question in an email.

Annotation

  • You can't embed a question in an electronic mail if you lot've enabled question shuffling in the survey.
  • If you want to ship an embedded survey in an e-mail through Ability Automate, yous must embed the question in an email and save it as a new e-mail template. While configuring a flow, you must select the new email template. More information: Use email templates

If yous've created a multilingual survey, you lot tin can use survey variables to set up the default locale for displaying the survey. To ready the default locale, open up the Personalization panel, and so specify a value for the locale variable. The value must be a language lawmaking, for example en or fr.

Use email templates

You tin can utilise an e-mail template—a preformatted email message—to quickly create and send e-mail letters. If you create a survey from the bare template, Default Template is selected for utilize in an e-mail message. If you've created a projection from one of the out-of-the-box templates, the corresponding e-mail template is selected past default.

Important

Projects, e-mail templates, and satisfaction metrics are primarily based out of Microsoft DataVerse. Refreshing data on Dataverse environment with another will break Client Voice projects and surveys on the refreshed environment.

Note

You lot can save a maximum of 10 e-mail templates.

Create a new email template

  1. In the email editor, select Template > Create new.

  2. In the Create new template dialog box, enter a name for the template, and so select Add.

  3. From the Template listing, select the newly created template.

  4. Alter the electronic mail message, and so select Save.

Import an e-mail template from other surveys

You lot can import an email template from other surveys in the aforementioned or a different projection.

  1. In the email editor, select Template > Import from > Surveys.

  2. Select either the current project or any other project, and and so select the survey from which yous desire to import an e-mail template.

  3. Select a template, and and so select Import.

Import a personal email template

If you've been transitioned from Forms Pro, your email templates from Forms Pro are migrated as personal templates in Dynamics 365 Customer Voice. You can and then import the required templates in your surveys.

  1. In the email editor, select Template > Import from > My templates.

  2. Select a template, and then select Import.

Create multilingual email templates

By default, the electronic mail template is created in the default language of the survey. If you've added languages to your survey, y'all can create email template in those languages, and ship electronic mail in the customer preferred languages. This creates versions of an e-mail template in the selected languages.

  1. In the email editor, select Language > Choose language.

  2. Select the languages in which you lot want to create electronic mail template, and and so select Add.

  3. From the Language list, select a language, and update the e-mail message in the selected language.

  4. Select Save.

  5. Repeat step 3 through iv to update email message for all the added languages.

To ship survey invitation in a language other than the default, select an email template and the required linguistic communication, and so send the email.

If you're using Power Automate to send survey invitations, specify the language of the survey or e-mail template in the Locale field. If an email template is created in the specified linguistic communication, the survey invitation is sent in the specified language. Otherwise, the survey invitation is sent in the default language.

Format email letters

You can format your e-mail bulletin by using the formatting toolbar at the bottom of the email editor. The formatting toolbar allows you to add formatting to your text, add table and images to your e-mail message, and much more than. You tin can also view the HTML source of your email bulletin and modify the HTML code directly.

Email formatting toolbar.

To utilize formatting to your electronic mail message

  • Select the text that you want to format, so select the appropriate activity on the formatting toolbar.

To view and edit the HTML lawmaking

  1. Select Source button. on the formatting toolbar.

  2. On the Source screen, edit the HTML code, and then select OK.

Meet besides

Work with survey distribution settings
Send a survey by using Power Automate
Embed a survey in a webpage
Send a survey link to others
Ship a survey past using QR code