Salesforce/AskNicely Flows pt 3: Setting up the Email alert

Setting Up an Email Alert for Automated Surveys in AskNicely

This guide explains how to create an email alert in Salesforce to trigger surveys via AskNicely.

Step 1: Create a New Email Alert

1. Navigate to the Salesforce Setup Screen.
2. Search for Alerts and select Email Alerts.
3. Click Create New Email Alert.
4. Assign a name, such as Opportunity Survey Trigger.
5. Set the Object to Opportunities to ensure the trigger is tied to the correct data.

Step 2: Select the Email Template

1. Under Email Template, select the template created in the previous step (e.g., Opportunity Survey Trigger).
2. Ensure the correct template is assigned, as it dictates the survey data sent to AskNicely.

Step 3: Configure the Recipient

1. Scroll to Additional Email Addresses.
2. Open AskNicely and navigate to the App Store.
3. Locate the Email to Survey option.
4. Copy the provided email address (e.g., [e-mail]).
5. Return to Salesforce and paste this email address into the Additional Emails field.

Step 4: Save and Complete

1. Ensure there are no disabled settings preventing email sending.
2. Click Save to finalize the email alert setup.
3. The email alert is now active and ready to trigger surveys when an Opportunity meets the defined criteria.

Summary

This email alert automates survey distribution by connecting Salesforce opportunities with AskNicely via the Email to Survey function. With this setup, surveys will be sent out based on the configured triggers.

Next Steps

In the next guide, we’ll discuss how to integrate this email alert into a Salesforce workflow for automation.