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How to send survey to customer based on date field on C4C?

sbslmhmt
Participant
0 Kudos

Hello experts,

We would like to send surveys to customer based on a date field. For example we want to send survey 10 days before this date fields value reached or one day after this values reached.

Can anybody knows how to achive this requirment?

Best regards.

Accepted Solutions (1)

Accepted Solutions (1)

mpfandler
Participant

Hi Mehmet,

on which object do you want to maintain the date field?

I think you will need both solutions described with these blog posts:

Send survey by mail

Update standard BO with MDR

In addition to your date field, you add a flag "relevant for survey" that is updated by MDR 10 days before respective date.
The flag "relevant for survey" will be a condition in the workflow that sends out your survey.

BR;
Matthias

Answers (0)