A survey is sent to a customer via email.
How do you configure a solution to ensure the email includes the case ID for the survey?
Create a required field for the case ID that must be entered by a user during the case process prior to sending the survey.
Call a data transform to copy the case ID from pyWorkPage to the email.
Create a process using the Send Email step allowing representatives to quickly add the case ID to the email.
Use the Insert Property feature of a Send Email step to add the case ID when composing the message dialog.
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