Feedier Surveys + Salesforce
Who can access it?
Roles | Access |
👑 Admins | Full access |
🛠️ Editors | Full access |
👀 Viewers | No access |
🔒 Restricted consultants | No access |
Prerequisites:
Set up an email campaign in Feedier Surveys to be sent by email:
Set up the outbound message in Salesforce
Salesforce Setup App → Outbound Messages → New Outbound Message
Field | Value |
🏷️ Name / Unique Name | Choose any name you like. This has no impact on the connector. |
Endpoint URL (Sandbox) (Sandbox/ Production salesforce vers feedier preproduction feedier) |
|
🚀 Endpoint URL (Production) (Sandbox/ Production salesforce vers feedier production) |
💡 You can add an interval_days parameter to the link to set a delay between two push steps in your campaign:
|
FeedierCampaign ID: Add the Feedier campaign ID from the template you just created (Surveys → Share → Email Campaign → Info)
Feedier Private API Key: (Feedier → Advanced Settings → Public Key)
🎊 That's how you get the link to insert!
Create a Flow in Flow builder
Salesforce Process Automation → Flows
Now you need to trigger the outbound message to do that you should :
a) Create a trigger with your own rules (for example, case status = closed). Go to the end of the article to get a few examples.
b) Now you need to attach the outbound message to the workflow rule so that when the rule is triggered, an outbound message is sent to the endpoint URL we set up earlier.
🎊 Trigger the workflow rule by updating according to this example the status of a contact and you should see a push created in Feedier pushes page.
Examples of rules you can implement for sending your surveys:
Frequency rules (Do not send more than one survey every X days, Limit the number of surveys per client over a given period, etc.)
CRM event-based rules (Depending on your use case: after a ticket is closed, after a support interaction, after a purchase/order, after onboarding is completed, etc.)
Segmentation rules (Based on the segmentation available in your CRM, you can target or exclude certain types of clients: country, language, segment, account type, subscription plan, etc.)
Contact status rules (Active client, communication consent granted)
Please note that these rules must be set up on the Salesforce side.
Here are a few articles that may be helpful: