Custom Emails with Dynamic Data

Business Background

Create a custom email with dynamic data directly from Salesforce that is personalized and automated without having to write any code.

Titan Solution

  • Create a custom email with dynamic data from the relevant Salesforce object when using the automated publish in Titan Web Surveys.

How to Video

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How to Guide


Publish > Automation > Config > Object in Salesforce

  1. Click on Publish.
  2. Under Type, click on Automation and click on the Next button.
email Automation
  1. Select the Object in Salesforce from the drop-down list.
  2. Choose the RecordID from the drop-down list and click on the Next button.
  1. Select the Mail option and click on the Next button.
Mail option
Mail option
  1. Click on Custom Email.
    • Choose the From Email Address from the drop-down list. For more information on this email address in Salesforce, click here.
    • Choose Email from the drop-down list. The options in the drop-down list are linked to the object you selected in Salesforce in step 4. This is the email of the customer who will receive the survey.
    • Type a subject in the Subject line. This field is mandatory.
    • Type a body in the Body of the email.
  2. Click on the Next button.

The Web Survey URL is added by default. You can add more elements by clicking on the Add Elements (Merged field) option.

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