Hi,
I’m trying to set up a customer feedback flow where, once a lead is converted, the system automatically sends an email to the contact. The email should display three images, and when the customer clicks on an image, it should record a CSAT score (e.g., clicking the first image sets the score to 1, the second to 2, and so on).
Could anyone guide me on how to implement this or point me to best practices/resources for doing this?
Like
You'll create a configuration service that returns HTML (something like "Thank you for your feedback" type of message). See this article: https://customerfx.com/article/returning-an-html-page-from-a-creatio-configuration-service/
The difference would be that for you the method would accept some parameters, like the LeadId and the Score. Then in the method, you'll use those values to update the Lead record with the score. Like this:
[OperationContract] [WebInvoke(Method = "GET")] public Stream GetHtmlPage(Guid LeadId, int Score) { // find and update Lead using LeadId }
Then, expose that as an anonymous web service (you''ll contact support for those steps).
In the email, you'll include the link to the web service like this (depending on the setup of the anonymous service), each link including the Lead Id and the Score value 1 2 or 3:
https://creatiourl/0/ServiceModel/UsrTestService.svc/GetHtmlPage?LeadId=THELEADIDHERE&Score=1When the user clicks the link, a GET request calls the web service, which updates the lead score and then returns HTML to the user which they'll see as a page in their browser.
Ryan