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Embed a survey within the Outlook email client

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Embed a survey within the Outlook email client

Embed an interactive survey in the email notification sent to a user. The user can answer the survey questions and submit the survey from the email client instead of opening the survey in a new browser tab.

Before you begin

Role required: admin or survey_admin

The Outlook Actionable Messages plugin (com.sn_ms_oam) should be activated.

  • Outlook Actionable Message (OAM) is not supported for Outlook 2016 for Mac. For information about detailed support matrix, refer to the Microsoft website.
  • Actionable messages are supported only for emails sent from the email address. If you are sending an email from a customized email address, you should register as a new service in the Microsoft website setting the scope as Organization. Specify the provider ID value in the sn_ms_oam.outlookactionable.originator property.
  • Actionable messages are based on the Sender Policy Framework (SPF)/DomainKeys Identified Mail (DKIM) validation for the email sender verification. If an email recipient receives email via an external provider, emails may are not rendered as adaptive cards.
  • You cannot customize the default actionable message templates.


  1. Navigate to System Notification > Email > Notifications.
  2. For the Survey User Invite notification, in the What it will contain tab, add the following script in the Message field in addition to the existing information.
    This script includes the Outlook actionable message in the email notification sent to the user.
  3. Navigate to Survey > View Surveys, and open a survey.
  4. To send an email notification to the survey user, select the Send notifications check box.
  5. Select the Outlook Actionable Message check box and save the survey.
    • The following questions are not supported for an embedded survey:
      • Attachment
      • Date
      • Datetime
      • Template
      • Reference
      • Image Scale
      • Ranking
    • Dependant questions are not supported.
    • Signature is not supported.
    • Mandatory questions are supported.
    In both the Platform UI and Survey Designer, a validation is run to ensure all survey questions are supported.
  6. Click Assign Survey and assign the survey to a user.
    An email notification with the embedded survey is sent to the user. The user can take the survey and submit it from the email client instead of opening the survey in a new browser tab.