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!