zenloop for Salesforce Service Cloud and Salesforce Sales Cloud is an app that you can install on your Salesforce instance and that lets you

• embed NPS surveys directly into your Salesforce email templates (both Classic and Lightning)

• gather customer feedback after key Salesforce events (e.g. customer case closed)
  
  

Setting up your zenloop account

Upon launching the zenloop app in Salesforce, you'll be presented with a login page. If you're new to zenloop, click Sign up to create your account.

If you don't have a zenloop account yet, click on Sign up and fill out the form below.

After your new zenloop account has been successfully created, you will be taken to the main Survey Builder page.

Creating your first survey

Navigate to the Survey Builder page and click Create new survey. You'll be redirected to the main zenloop application to set up your Email Embed survey:

You will be redirected to the main zenloop app where you will need to set up a new Email Embed survey:

1. Configure your new Email Embed survey according to your needs ( see our guide here for more information).

2. During implementation, choose Salesforce as your Email Marketing Platform

Return to the Survey Builder in Salesforce and click Refresh survey list to see your newly created survey.

Customizing your survey with Salesforce merge fields

Enhance your survey by incorporating Salesforce merge fields, which automatically populate with your Salesforce data when the survey is sent.

First, select these essential components:

• Related Object: The primary Salesforce object that triggers the survey
• Recipient Type: A linked secondary Salesforce object

You can use fields from both objects to customize these survey elements:

• Survey Question: Your primary customer inquiry
• Identity Type: Choose between:
  • email
  • custom (for non-email identifiers)
  • none
• Identity: The unique identifier for your customer (e.g., email, phone number, ID)
• First Name and Last Name: Optional fields for customer personalization
• Properties: Additional Salesforce fields to track (see our properties guide for best practices)
  
  

To add a property:

1. Select your desired Salesforce merge field
2. Define a Property Name
3. Click Add Property

Finalizing your survey

Complete your setup with these steps:

1. Review your survey in the Snippet Preview window
2. Choose your email template format:
   • Classic
   • Lightning
   • Visualforce
3. Copy the generated code snippet
4. Replace the entire content of your chosen Salesforce email template with the zenloop code
5. Configure your survey trigger conditions in Salesforce

That's it! Your zenloop survey integration is now ready to collect valuable customer feedback.