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How do I embed a survey link into my Portal announcement?

Victoria Bak February 6, 2025

I recently ask if I can send surveys NOT attached to a resolved ticket, but wanted to focus more on active customers.  I was told here in the user group "You can either send notification to the customer through automation or have a link to your survey in the banner part of portal"

 

I can create the customized survey. 

I can add a note to the banner part of the Portal.

But I'm having issues having trouble creating a shareable link to the survey.  I can get a link by setting up automation for when a ticket is resolved, but I can't just embed that link in a portal message.  If you've done this, or know how to do this - please provide some additional details in getting and sharing the link to the survey.

Thanks in advance!

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Laura Humphries
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February 7, 2025

Hey @VIctoria Bak

You'll need to use wiki markup to get the url to display as a hyperlink. Here's a link to the wiki markup for links specifically: 
https://jira.atlassian.com/secure/WikiRendererHelpAction.jspa?section=links

That is how to share a link via the portal. As for how to get the link in the first place, I am wondering how you managed it via automation?

Victoria Bak February 13, 2025

So far, I haven't.  I've been using a link triggered by moving a ticket to in-progress, but this may be a stopper.  Support says, it's not currently doable, which doesn't make sense to me...

Laura Humphries
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February 13, 2025

Well if you're referring to the CSAT offered 'out of the box', I'm afraid I'm not aware of a way to send this separately or outside of a request being resolved.

The only alternative I can think of would be to use a third party solution to generate a survey and shareable link.

 

 

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