Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Words and Phrases
| Search for | Example | Results |
|---|---|---|
| A single word | cat
|
Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
|
A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |
Using Boolean Operators
| Search for | Operator | Example |
|---|---|---|
|
Two or more words in the same topic |
|
|
| Either word in a topic |
|
|
| Topics that do not contain a specific word or phrase |
|
|
| Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
|
| A combination of search types | ( ) parentheses |
|
- Survey user tasks
- Create a scheduled survey from menu
- Search for a scheduled survey
- Configure the survey header
- Add an activity to the survey activities log
- Configure the survey scheduling rules
- Filter the survey recipients
- Apply a data filter to the survey
- Create an additional filter
- Configure the survey recipients
- Configure the survey email settings
- Create a localized email
- Configure the survey parameters
- View the survey workflow
- View the survey history
Configure the survey email settings
The Email Settings section of the survey definition record in Service Manager Survey Integration enables you to configure the email survey requests that are sent for surveys that use URL-based connectors.
To configure the email settings, follow these steps:
- Open a survey definition record by creating a new survey or by searching for an existing survey.
- Scroll down to the Email Settings section.
- Type the URL of the external survey in the External Survey URL field.
- Type an email subject in the Email Subject field.
- Type the email body text in the Email Body field. Or, click Select HTML Template to use an out-of-box template.
Note HTML templates are only available if this option is selected in the global survey settings.
- To preview the email, type a value in the Test Record field, and then click Preview.
Note You can reference parameter names in the External Survey URL, Email Subject, and Email Body fields. For example, you can type "Survey for record {interactionId}" as the subject, where "{interactionId}" is a parameter for the interaction ID that triggered the survey request.
Related topics
Create a new survey
Search for a survey
Create a localized email
