Send Survey for Opportunity Scenario

Build a Flow to Automated Survey Invitations with Flows - Opportunity Scenario

Table of Contents:

1. Introduction

2. Scenario: The Challenge

3. Solution: Automating Survey Invitations

4. Step-by-Step Guide: Setting up Automated Flows for Opportunity Surveys

5. Crafting Effective Email Templates

6. Integrating Dynamic Survey URL Links in Emails

7. Conditional Flow Execution for Opportunities

Welcome to the user guide for setting up Automated Survey Invitations using Salesforce Flows, tailored for Opportunities. This guide walks you through the process of automating survey invitations based on Opportunity triggers, ensuring a timely and targeted approach to collecting valuable feedback.

Scenario: The Challenge:

Picture a scenario where your sales team handles numerous opportunities. Gathering post-opportunity feedback is crucial for refining strategies and enhancing customer satisfaction. However, manually sending out survey invitations can be time-consuming and prone to delays.

Solution: Automating Survey Invitations:

In this scenario, the power of Salesforce Flows comes into play. By configuring Flows, you can automate the process of sending survey invitations after specific Opportunity triggers, ensuring that customers receive survey invitations promptly.

Step-by-Step Guide: Setting up Automated Flows for Opportunity Surveys:

1. Accessing Flow Builder: Navigate to the Flow Builder in Salesforce Setup.

2. Creating a New Flow: Begin by creating a new Flow.

3. Selecting Opportunity as the Starting Object: Choose "Opportunity" as the starting object for the Flow.

4. Setting up a Record-Triggered Flow: Opt for a Record-Triggered Flow to initiate automation.

5. Configuring Trigger Conditions: Configure conditions such as Opportunity advancement stages to determine when the survey invitation should be triggered.

6. Adding the "Send Email" Action: Incorporate the "Send Email" action in the Flow.

7. Inserting Dynamic Survey URL: Dynamically insert the survey URL link within the email template to make it personalized.

8. Saving and Activating the Flow: Once configured, save and activate the Flow.

Crafting Effective Email Templates:

1. Accessing Email Templates: Access the Email Templates section in Salesforce.

2. Creating a New Template: Develop a new email template designed specifically for survey invitations.

3. Personalizing Content: Customize the template's content, including a warm greeting and clear instructions.

4. Adding Dynamic Elements: Integrate placeholders to include dynamic survey URL links in each email.

5. Saving the Template: Save the email template for future use.

Integrating Dynamic Survey URL Links in Emails:

• Retrieving Survey URL: Obtain the survey URL link from your survey tool.

• Embedding in the Template: Seamlessly embed the survey URL link within the Email Template.

• Conditional Flow Execution for Opportunities:

• Configuring Decision Element: Set up a decision element within the Flow to evaluate if Opportunity conditions are met.

• Sending Invitation Email: If the conditions are fulfilled, trigger the survey invitation email.

• Flow Conclusion: If conditions are not met, gracefully conclude the Flow.

Automated Survey Invitations with Flows offer you the flexibility to customize survey invitations based on different stages of your Salesforce Opportunities. By strategically sending surveys at key points in the Opportunity lifecycle, you can gain valuable insights that contribute to informed decision-making. Here are some common scenarios along with corresponding InPoll Survey use cases:

Opportunity Created:

InPoll Survey Use Case: Send a survey when a new opportunity is created to understand initial impressions and gather insights that shape your strategy moving forward.

Opportunity Stage Progression:

InPoll Survey Use Case: At various stages of opportunity advancement, send surveys to gauge client satisfaction with the progress and tailor your approach based on their feedback.

Opportunity Closed - Won:

InPoll Survey Use Case: After winning an opportunity, send a survey to capture feedback about the entire sales process. This feedback helps you identify strengths and replicate success.

Opportunity Closed - Lost:

InPoll Survey Use Case: For lost opportunities, send a survey to understand why the deal was unsuccessful. Insights from this survey can guide improvements in your sales strategies.

High-Value Opportunities:

InPoll Survey Use Case: For high-value opportunities, send a survey after closure to ensure customer satisfaction with the process. Valuable feedback assists in refining your approach for future high-value deals.

Follow-up Opportunities:

InPoll Survey Use Case: After successfully closing an opportunity, send a survey to measure satisfaction with the post-sales engagement. This aids in building strong, lasting customer relationships.

Automated Survey Invitations with Flows, combined with InPoll Survey features, enable you to send targeted surveys aligned with different opportunity stages. By utilizing real-time feedback, you can enhance your sales strategies, improve customer interactions, and drive success across your opportunity pipeline.

By employing Automated Survey Invitations with Flows specifically for Opportunities, you've transformed the way you engage with customers. This powerful automation ensures that surveys are sent out at the optimal moment, enhancing customer satisfaction and providing valuable insights. As you embark on this automated journey, remember that every survey invitation is an opportunity to strengthen customer relationships and drive business growth.