You can now embed the first survey question directly into Salesforce email templates and personalize the email using Salesforce merge fields like {{Contact.FirstName}}, {{Account.Name}}, {{Case.CaseNumber}}, and more.

This means your emails can:

• Display a personalized greeting,
• Embed the first survey question inline (like an NPS or rating question),
• Pass dynamic Salesforce data directly into the survey for richer context and reporting.

Supported Merge Fields

The following Salesforce merge fields can be included in your email templates:

• 👤 Contact Fields (First Name, Last Name, Email, etc.)
• 🏢 Account Fields (Company Name, Industry, etc.)
• 🎟️ Case Fields (Case Number, Subject, Status)
• 💼 Opportunity Fields
• 🔁 Custom Fields from any connected Salesforce object

These merge fields are automatically passed as hidden variables into Zonka Feedback, enriching survey responses with Salesforce data without requiring user input.

📌 Use Cases

• Post-Ticket Feedback:
  “Hi {{Contact.FirstName}}, how satisfied are you with the resolution of Case #{{Case.CaseNumber}}?”
• Onboarding or Sales Journey Feedback:
  “{{Contact.FirstName}}, tell us how the onboarding experience for {{Account.Name}} went.”

Available for all plans with Salesforce Integration enabled.