{"id":264,"date":"2020-06-08T08:00:00","date_gmt":"2020-06-08T08:00:00","guid":{"rendered":"http:\/\/stirna.is\/?p=264"},"modified":"2020-06-08T08:00:00","modified_gmt":"2020-06-08T08:00:00","slug":"customer-survey-sent-after-purchase-part-2-3-create-an-email-template","status":"publish","type":"post","link":"https:\/\/stirna.is\/?p=264","title":{"rendered":"Customer survey sent after purchase part 2\/3: Create an email template"},"content":{"rendered":"\n<p class=\"has-small-font-size wp-block-paragraph\">Task: Automatically send customer survey after an opportunity is won<br>Difficulty: Medium<br>Time to implement: 1-2 hours<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Content<\/h2>\n\n\n\n<ol class=\"wp-block-list\"><li><span class=\"has-inline-color has-subtle-background-color\">Creating the survey<\/span><\/li><li><strong>Configuring the email template<\/strong><\/li><li>Integration<\/li><\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">In this article we will continue working in Forms Pro and build an email template with dynamic content from Dynamics 365. <\/p>\n\n\n\n<!--more-->\n\n\n\n<h2 class=\"wp-block-heading\">Create an email template<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">If the survey you created in the previous post is not open, start by opening the survey in Forms Pro. Once its open, click Send button in the top right corner. This will open a menu with various sharing options.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The main difference between Microsoft Forms and Forms Pro is the abundance of options available to share a survey. In our case, Power Automate is going to do all the work for us. Luckily for us Forms Pro has a predefined integration with Power Automate.   <\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Click the Power Automate tab. An email template editor opens up with a predefined template (Default Template). We are going to change this one.<\/li><li>We can make our customer&#8217;s life a little easier by embedding the first question to the email body. Click &#8216;Embed first question&#8217; button to do this.<\/li><li>Add a greeting and make it personal with Variables. Click the Variables drop down and choose first name.<\/li><li>You can also include the survey link by clicking on &#8216;Survey link&#8217; on the Insert drop down.<\/li><li>When you are satisfied with the look of your template click &#8216;Save as&#8217; button and give your template a name.   <\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1142\" height=\"663\" src=\"http:\/\/34.74.14.69\/wp-content\/uploads\/2020\/05\/02-blog-part-2a.png?w=1024\" alt=\"\" class=\"wp-image-271\" srcset=\"https:\/\/stirna.is\/wp-content\/uploads\/2020\/05\/02-blog-part-2a.png 1142w, https:\/\/stirna.is\/wp-content\/uploads\/2020\/05\/02-blog-part-2a-300x174.png 300w, https:\/\/stirna.is\/wp-content\/uploads\/2020\/05\/02-blog-part-2a-1024x594.png 1024w, https:\/\/stirna.is\/wp-content\/uploads\/2020\/05\/02-blog-part-2a-768x446.png 768w\" sizes=\"auto, (max-width: 1142px) 100vw, 1142px\" \/><figcaption>Create a template for Power Automate flow<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">You can also watch how this is done by checking out the video below:<\/p>\n\n\n\n<figure class=\"wp-block-embed-youtube wp-block-embed is-type-rich wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Send Customer Surveys to Buyers Post-Purchase With Forms Pro\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/RX8-XSxolWo?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">In the next and last post in this series, I&#8217;ll show you how a Microsoft Power Automate flow is configured for automatically sending out emails to customers upon Opportunity closure in Dynamics 365 Customer Engagement.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Task: Automatically send customer survey after an opportunity is wonDifficulty: MediumTime to implement: 1-2 hours Content Creating the survey Configuring the email template Integration In this article we will continue working in Forms Pro and build an email template with dynamic content from Dynamics 365.<\/p>\n","protected":false},"author":1,"featured_media":300,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[13,17,20],"class_list":["post-264","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-365","tag-dynamics-365-sales","tag-forms-pro","tag-net-promoter-score"],"_links":{"self":[{"href":"https:\/\/stirna.is\/index.php?rest_route=\/wp\/v2\/posts\/264","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/stirna.is\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stirna.is\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stirna.is\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/stirna.is\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=264"}],"version-history":[{"count":0,"href":"https:\/\/stirna.is\/index.php?rest_route=\/wp\/v2\/posts\/264\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/stirna.is\/index.php?rest_route=\/wp\/v2\/media\/300"}],"wp:attachment":[{"href":"https:\/\/stirna.is\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=264"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stirna.is\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=264"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stirna.is\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=264"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}