A survey is sent to a customer via email.

To ensure that a survey email sent to a customer includes the case ID for the survey, incorporating dynamic content into the email is necessary. The most direct and efficient way to achieve this is by utilizing Pega's built-in functionality for email composition.

D. Use the Insert Property feature of a Send Email step: This approach allows for the dynamic insertion of the case ID directly into the email content at the time of composing the email. The Insert Property feature is designed to reference and pull in property values (such as the case ID) from the case context, ensuring that the email content is accurately personalized for each recipient. This method ensures that the email template remains flexible and reusable, while still providing specific information like the case ID.

Creating a required field for the case ID (A) unnecessarily complicates the process for users. Calling a data transform (B) can copy data between pages within the application but does not directly address the insertion of case ID into an email. Creating a process using the Send Email step (C) provides a mechanism for sending emails but, without utilizing the Insert Property feature, does not automatically include the case ID in the email content.