Using Merge Fields to Track Responses from a Specific Person


If you are sending our surveys to known individuals, you might want to attribute specific responses to those known individuals.  Many organizations accomplish this by sending surveys via email, either manually or using an email service provider, or email newsletter system such as Campaign Monitor, MailChimp, Marketo, Exact Target, Constant Contact, or other similar email providers.


Passing "Merge Fields" in a Survey Link: How It Works

GetFeedback allows for the tracking of specific responses using merge fields that is passed via the survey URL  (Wait!  What's a merge field?).  Merge fields are required if you'd like to track responses from specific individuals.  For example, here are a couple of merge field names that can be used to identify a specific person:

ContactID =  this could be a specific contact ID that can be attributed to a specific individual
Name = this could be the first/last name of the individual receiving the survey
Email = for example, the email address of the person receiving the survey


The merge fields can be manually entered into the URL of the survey link, or a more common mechanism is to insert them dynamically from Salesforce or any email service provider on the fly as the email is being generated. 

Step-by-Step Instructions:

First, copy the link of the survey to be distributed from the "Distribute" tab inside the application.  The survey link will look something like this:

https://www.getfeedback.com/r/TLg32MsI

Next, add any of the merge fields you would like to insert onto the end of the link.  The first merge field must be separated from the base URL with a ? character.  For example, all of the following are methods of identifying a specific individual using a merge field:

https://www.getfeedback.com/r/TLg32MsI?ContactID=123456
https://www.getfeedback.com/r/TLg32MsI?Name=Jane
https://www.getfeedback.com/r/TLg32MsI?Email=jsmith@gmail.com


As a side note, you can include more than one merge field on the end of a survey URL if you need to track more than one identifying piece of information with each survey response.  Just remember that all subsequent merge fields must be separated from one another using the & character, as shown here:

https://www.getfeedback.com/r/TLg32MsI?ContactID=123456&Name=Jane

Once responses are submitted by the target person, the results will be displayed on the "Results" tab within GetFeedback.  Any of the merge fields that were set will display in that view under the appropriate column headings.  





In the example below (which is a common use case for using GetFeedback together with Salesforce)  the following merge fields were passed in the survey link:  Case_ID, Account_ID and Contact_ID:





Tip!  Many organizations opt to use only a single merge field called "ContactID", which could be a unique contactID that exists in another system or CRM application, such as Salesforce.  Also, it is a common practice to hide the details of the URL in an HTML link or button, like what you see in the example from Campaign Monitor below:




Here are some common syntaxes used by popular email providers, if you're looking to automatically pull in a certain value such as email, name, or ID.



For example, if you're using Campaign Monitor your URL might look something like the following, before being sent out to your list of subscribers:


https://www.getfeedback.com/r/TLg32MsI?Email=[email]


Please note: If you're having problems with your link you might try to encode your URL before sending.
 



Related Articles
 

Using Merge Fields to Create Surveys that Integrate with Salesforce
Using Merge Fields to Personalize a Survey


 

 
 
 
 

 
 
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