Hi all,

Question regarding the customization of the Survey Email Template:

I've cloned the standard Embed_a_Survey_Link Lightning Email Template, and wanted to add Case Merge fields into this Email Template. 

Therefore, I've created a Lookup field to Case on the Survey Invitation, which is updated through Process Builder. Then I have created formula fields on the Survey Invitation Object, in which the values are copied from the Case Object. This way, I hoped to use these formula fields as merge fields in the Lightning Email Template.

However, when updating the Lightning email template, I only get the following options when including Merge fields:

• Recipient
• Sender
• Organization
• Survey Question

It looks like SF doesn't allow me to include Merge fields referring to the Survey Invitation Object.

Is there another workaround for this, while still using the Lightning Email Template and the Send Survey Action in Process Builder? I'm aware that this could be achieved by using a Classic Email Template + Email Alert, but I'm looking for a solution where the Lightning Email Template can be used. 

Thank you in advance!