Use the survey link merge field
Insert {survey_link} in the invitation template or content.
Exact navigationAdmin Area → Setup → Email Templates
Before you begin
- Confirm the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What this guide covers
Insert {survey_link} in the invitation template or content. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Open Admin Area → Setup → Email Templates.
- Select the record or action required for use the survey link merge field.
- Complete the displayed fields and choices described in this guide.
- Save, submit, approve or confirm the action as shown on screen.
- Refresh the relevant list, record or report and verify the expected result.
Fields, choices and supported possibilities
WorkspaceAdmin Area → Setup → Email Templates
ActionInsert {survey_link} in the invitation template or content.
Code-backed validations and workflow rules
- Only controls rendered by the supplied module are documented; hidden AJAX helpers are mapped to their visible parent workflow.
- Core CRM record permissions and module permissions are both enforced where the code checks them.
Expected result and verification
- The use the survey link merge field action completes without a validation or permission error.
- The affected record, stock balance, response, session or style reflects the saved state.
- Audit, notification, report or portal evidence appears only where the module code creates it.
Security, privacy and operational checks
- Use a controlled test record before applying changes to live inventory, recipients, visitor tracking or global styling.
- Grant only the minimum module and core CRM capabilities needed for the task.