Accepted format/values for Salesforce
- Date: dd-/.MM-/.yyyy, yyyy-/.MM-/.dd and with HH:mm, e.g. 23.05.2016 or 2016/05/23 12:00
- Checkbox: true/false or 1/0
- Picklist values must match perfectly between Surveypal and Salesforce
How to edit integration link
You can add more meta information or external id to the integration link if you want.
Here we have second meta information sf_account which takes value from field Account.Id
&meta=[{'key':'sf_case','value':'{!Case.Id}'},{'key':'sf_account','value':'{!Account.Id}'}]
When you add Salesforce field placeholders to the link, syntax is different if you use Marketing Cloud or Pardot. For example placeholder {!Case.Id} look like this: %%Case.Id%%
Sending survey from Salesforce (native email sender)
- Survey link needs to be added to email template (preferably in html format)
- Make sure that the desired object ID is added to the link and replaced with a valid ID
- Remember to update survey link to Salesforce email template if mappings are changed in Surveypal
Marketing Cloud
- There are at least two ways for sending a survey link; using Automation studio or Journey builder
- Formats of the link parameters need to be changed, e.g. {!Contact.Email} -> %%Email%%
- Journey builder has issue with parameters including space, e.g. {!Account.Id} -> %%Account ID%%
- Parameter values (email and object ID) to fetch to link need to be in Data extension
- Use urlexpander to check links sent from Marketing (to check if parameter values have been fetched correctly)
Pardot
- If you use Pardot and survey link doesn't work or you don't get answer background information to Surveypal then you should check the link with urlexpander. Copy link from email and check it with urlexpander. You should see meta parameter content there.
- Formats of the link parameters need to be changed, e.g. {!Contact.Email} -> %%email%% where email is the API name of the field.
- You can try to encode quotes ('): replace those with %27
- Pardot rewrites the link and it might cause problems. If link doesn't work or meta information is missing then you can try to remove https:// from your link in Pardot. This disables link tracking and link rewriting.
Notes about the survey link
- External ID can be used to make e.g. a Contact always update a same response. This can be done by adding "extid" to the survey link. This also means that one Contact can not create multiple responses with the same external ID. Example: extid={!Contact.Email}
- If the link uses the "extid" parameter, it means that it always updates the same response in Surveypal side. All subobjects are connected to Surveypal answer via answerID. Updating Surveypal response will not create a new subobject, but update the existing one.
- More link parameters can be added or existing ones changed, format of the parameters can be found from SF (at least from email template edit view there’s possibility to check available Merge fields and their values)
- Survey link can also be sent by email from Surveypal. Also in this case mappings need to be in place as always. When sending is done by using Surveypal’s personal email invitation, all required Salesforce information (e.g. object ID) need to be added as meta data. Meta data columns need to be named identically to the integration link. Required meta can be exported from Salesforce to excel/csv and the exported file can be edited to format needed by Surveypal. Read more about meta data.