Embedding Survey in an Email

role administrator minimum version 2024 2 and above the ism application sends a survey via email to customers whose incident , service request , etc , have been resolved and closed the intended user / customer should be able to submit their survey response directly from the email, rather than having to navigate to a survey link within the email the following steps will allow you to configure how to embed a survey within an email pre requisites configure your microsoft account with the connector by using the actionable message provider portal embedding a survey in an email is supported only in outlook accounts for more details, refer to the microsoft documentation https //learn microsoft com/en us/outlook/actionable messages/email dev dashboard configuring microsoft entra id based token authentication sign in to the microsoft azure portal https //portal azure com/ on the welcome page, locate the manage microsoft entra id tile and select view in the left navigation pane, scroll down to app registrations , and then select new registration on the register an application page, enter the following details enter a display in the name field under supported account types , select one of the following options accounts in any organizational directory (any microsoft entra id tenant multitenant) select this option for partner environments that require a global scope am \[vp1] registration accounts in this organizational directory only select this option for single tenant applications, including organization and test scope registrations leave redirect uri (optional) blank select register to create the application the overview page for the app registration appears copy the application (client) id and save it for use later in this procedure sign in to the actionable message provider portal https //outlook cloud microsoft/actionablemessage/oam select new provider , and then complete the required information in the following sections provider information provider name provide a user friendly connector name provider id this field is auto populated in the microsoft entra app id field, enter the application (client) id copied in step 5 publishing information scenario details this is where you provide the details of the scenario such as the action you plan to add to your email, the daily number of emails you expect to send, etc provide the scenario description detailed instructions card payloads how the html message should render in the email body you can add one or more payloads these are surveys in json template here is the card payload sample sample adaptive card payload standard questions json sample adaptive card payload smiley json sample adaptive card payload star json card payloads fields is optional publisher information contact information information to verify your actionable messages and additional comments select register provider to complete the actionable message provider registration after the registration is complete, the providers list page appears open the newly created provider, then copy the app id uri return to the azure portal and open the app registration created in step 5 in the left navigation pane, select expose an api on the expose an api page, select add and enter the app id uri copied in step 9, and then click save select add a scope and provide the required scope details ensure that state is set to enabled select add a client application in the dialog box, complete the following fields in the client id field, provide 48af08dc f6d2 435f b2a7 069abd99c086 under authorized scopes , select the check box for the scope you created in the previous step click on add application ensure that the actionable message provider is approved by the microsoft entra tenant global administrator for customers using ism 2026 2 and earlier releases must complete the prerequisite steps in embedding survey in an email and then apply the workaround described in workaround for embedding a survey in an email docid\ ppmj9xsk5n57ebc65 x z configure a provider in itsm application from modern survey login to ism application using administrator go to configuration console select surveys under communication templates from left navigation pane remember to use modern survey configure embed survey click configure embed survey and enter the provider or connector id created in step 1, then click save click add a new survey to create a new survey or select an existing one send the survey using a trigger or workflow action, then drill down into the selected survey, click publish , and choose either web link or embed as email specify the relevant business object , provide the appropriate action a message will appear confirming that the template has been copied to the clipboard you can configure the copied template in the workflow email or trigger action email to ensure the survey is sent to users limitations of embedding survey in an email the following types of survey are not supported to embed in an email surveys with questions featuring dynamic condition sets surveys consisting of multiple smiley rating questions surveys consisting of multiple star rating questions