How can I choose the Zoho Survey collector for embedded Zoho Survey links in Zoho CRM email templates?
I have a Zoho Survey with three collectors. One is closed and two are open.
I have an email template in Zoho CRM that is used to email to the contact on the CRM record a link to the survey. It uses a button of Link Type: Zoho Survey. I have selected the survey from the dropdown menu and CRM autogenerated a URL which seems to be un-editable.
The problem I am experiencing is that the autogenerated link is the URL of the closed collector. When the user clicks the link, it says the survey is closed. Because the collector is closed. When creating this button in Zoho CRM, after selecting the survey, I would need to be able to choose the collector but cannot find that option. Does it exist and if so, what steps can I follow to do it?
As a workaround, I copied the autogenerated URL, changed the survey id/code in the URL, and entered it as Link Type: Web URL instead of Zoho Survey. It works to send the customer to the survey and correct collector, but the ID of the CRM record is now in plain text in the URL. Although unlikely(?), a user can easily change this ID to any other ID for that module and it will show them someone else's survey answers/data. I have tested and confirmed this "exploit" if you can call it that.
The links look like this. Neither of these are functioning obviously because I didn't want to post the actual survey links here.
Built-in solution with Zoho Survey Link Type, but it's the wrong collector:
https://survey.zohopublic.com/zs/9UWW5G?fromservice=ZCRM&zs_potentials=1de0c433edd14cbd2144542658bcaf0053fd0ef5915687782218383bdfa8cb653a&zcrmemail=cfc69ea3a4c5e2143588c2adc737cf40ef5915687782218349b0d5cdd153a27ca4bfa7691bac5d10c387749b82dc16dad5d81e568eeef6f4b29e2def49a0a1180ffbec5f3b66e54542658bcaf0053fd79af743ce194dab2a7a9db9e6d55f4542658bcaf0053fd2143588c2adc737cf40ef5915687782218383d81a257d0e431f4833d674b912d81e12ed0e0103bcbc9b21af1139fac04cab75aac3339f8fdb6ceae49
Workaround solution with modified URL for correct collector but unencrypted ID:
https://survey.zohopublic.com/zs/YoAAQj?fromservice=ZCRM&zs_potentials=9998955000012387087
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