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From a recent customer meeting I had. They wanted to be able to use E-Marketing to send to "another" entity related from contact & direct to survey and store response (and which record it was related to in the "other" table) 

 

Example use cases:

- create a ticket group of all tickets closed in last 14 days and send a customer satisfaction survey to the contact who the ticket is associated to (& merge some of the ticket info into email/survey); then store the survey in contact survey table but also link back to the "other" record. For example, John scored his satisfaction 95% on the ticket #A113 that closed on 17th June.

 

- create a "custom entity" group and do the same as above. For example, a custom enitty of training course related to contact. Create a group of the attendees that attended the "MS Word course" on Monday 17th June & send them an email & email survey about their satisfication with the course. Store the result in the contact survey response table & what custom entity & entity record id it was related to. For example, John rated his experience of the "MS Word course" on Monday 17th June as 95%.

 

Thanks, Duncan

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