In web/app surveys

Flow to enable the feature

1. On the Automated sending page, enable the “show first question in email” option

• The [%questionnaire%] placeholder also works for in-email question
• “Preview mode” also works for in-email question
• Custom HTML invitation email will not be supported for this feature

2. Make sure that the first question on the questionnaire is a rating question (CSAT/CES/NPS)

• If not - On the email, the button will show up instead of the question view (fallback)

3. Distribution: It will only show for CA questionnaire (distribution to CA questionnaire)

• If other distribution, the button will show up

Behaviour in details

1. On the platform:

1.1 Automated sending page:

• The toggle needs to be activated on the Automated sending page > Edit message.
  • It is available for ALL messages:
    • For “Review invitation message” &“Reminder”:
      • The Public review questionnaire is used

      • [%questionnaire%] placeholder acts the same as the button (can be placed everywhere on the message)

        For other messages:

    • The questionnaire linked to the message will be used
    • [%questionnaire%] placeholder acts the same as the button (can be placed everywhere on the message)

1.2 Survey builder:

• Must be an NPS, CES, or CSAT question AND first question in the survey
  • If those conditions are not fulfilled, the button will be shown on the survey instead of the question as a fallback.
• If some changes are made to the questionnaire after some emails were sent out to customers with an in-email question, the question will appear on the email, and the redirects will work.
• There is a warning message on the questionnaire builder:

2 Email + survey (end-consumer):

2.1 When end-user clicks on a rating:

• First question is already filled out on the questionnaire
• Focus is on the second question (or sub-question)

2.2 Design: