How can you ensure that a survey email sent to a customer includes the case ID?

Using the Insert Property feature in a Send Email step is the most effective way to ensure that a survey email sent to a customer includes the case ID. This method allows you to dynamically insert the case ID, which is a property of the case, directly into the email body or subject line.

By using this feature, you guarantee that the specific case ID relevant to the customer's experience is automatically included in the email at the time it is generated. This minimizes the risk of errors since there is no need for manual input, and ensures that the case ID accurately reflects the current details of the correspondences.

Manual methods, such as typing the case ID in the email body, can introduce the possibility of human error, where the wrong ID may be entered or omitted altogether. Similarly, referencing the case ID in a follow-up email does not address the immediate need of including it in the original survey email, which may cause confusion or lead to delays in responses. Lastly, attaching a document with the case ID is unnecessary when the information can be seamlessly integrated into the email content, resulting in a more user-friendly experience for the customer.