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Custom survey link sending by automated email


I have two stages customer survey.

In first stage, i share the public link to start form to get basic contact data. This step create card in first phase. 

Second step is to get more data from customer.  I made automated task, sending email to every customer from stage 1.

I dont know how to put link to new survey in automatic way. It is no problem to make it „by hand”- clicking card settings and share button.

Thank you for any help.

Best answer by Ezequiel Souza

Hi 

If i understand what you need, the solution can be:

To add a link in the email regarding the card you have:
Pick up the Public form link and add the card number

https://app.pipefy.com/public/form/XXXXXXX?card#

Good luck.
 

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2 replies

Ezequiel Souza
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  • Pipefy Legend
  • 1036 replies
  • Answer
  • May 23, 2022

Hi 

If i understand what you need, the solution can be:

To add a link in the email regarding the card you have:
Pick up the Public form link and add the card number

https://app.pipefy.com/public/form/XXXXXXX?card#

Good luck.
 


rafael.jefte
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Ezequiel Souza wrote:

Hi 

If i understand what you need, the solution can be:

To add a link in the email regarding the card you have:
Pick up the Public form link and add the card number

https://app.pipefy.com/public/form/XXXXXXX?card#

Good luck.
 

From what I understand too, I think this option will help even. I use this a lot in my company.


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