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Send a new survey

To target the new survey to your customers, send emails with an embedded link. The incoming responses can optionally be linked to the customer's account and a specific event. Some suitable text templates are included in the scenario (Feedback_V2 Mustervorlage, Feedback_V2 Mustervorlagevorlage_Reservierungen (für Tischreservierungen)).

  1. Go to the  Vorlagen Templates tab and select vorlage brief Text templates > Event template "Feedback_V2 Sample template".
  2. Copy the template and save Save under a new name.
  3. Click on bezug Show 4D expressions in the toolbar.
    Important: Not all references are always visible! Be sure to display the references before you make any changes to avoid unknowingly deleting important references!
  4. Customise the link for your survey and your event:
    1. Enter the corresponding URL of the feedback form.
      The URL is made up of the port of the service client (from Administration Administration > Monitor Service Clients > HTTP Port/HTTPs Port), the name of the WebApp (Feedback_V2) and the name of the index file (HTML file).
      Example: https://<Your server address>/Feedback_V2/Feedback_Silvesterball.html
    2. Enter an Event ID as "VA_DatensatzID=".
    3. Enter an Account ID as "AdrUUID=", if applicable a Contact person ID as "Asp_UUID=" or a Reservation ID as "Gast_UUI=".
      The UUID of the record in question can be found in the record by right-clicking on Data record ID in the top right-hand corner of the title bar of the window. Left-click on this Record ID to copy the number to the clipboard and insert it elsewhere.
      Example: https://<Your server address>/Feedback_V2/Feedback_Silvesterball.html?VA_DatensatzID=4711&Adr_UUID=1066&Asp_UUID=333&Gast_UUI=7654 contains references to event no. 4711, account no. 1066, contact no. 333 and reservation no. 7654.
  5. To send the survey automatically, e.g. after the end of an event, set up a corresponding Job Job. (Creating jobs)