I have created a flow that sends a survey invitation when an opportunity is closed. I like that it creates the record with all the information but I don't actually want it to email the survey. Is that possible? The reason is because I want to send the email later on in a different flow using an email template that I built with merge fields from multiple objects. We do not have feedback management so the merge fields we can use in the survey studio are limited. Also, I cannot just send the initial email to myself and copy the url to the survey into the template because then I am the only one that can open the survey. U thought about sending an anonymous link but I need to have each survey related to it's triggering opportunity and know who filled it out. Here is what I have: Flow one - Send the survey to myself when the opportunity is closed Flow two - Creates a custom object that holds all the fields that I need for the email such as the name of the survey taker, opportunity name, dollar amount, account, etc.. Flow three - Sends email templates on assigned day intervals if the survey isn't closed Please let me know how I can do this, Thank you, Patti
Hey! @Patricia Heubach
No, the “Send Survey Invitation” action will always send the email. There’s no option to just create the invitation without sending it.
If you want full control over when the email goes out, it’s better to avoid that action and instead handle the email separately using Flow + Email Template, while still linking everything back to the survey invitation record.
Hope this works!
