If you are sending our surveys to known individuals using an email marketing application, such as a list in Mailchimp, Constant Contact, or another email provider you might want to attribute specific responses to those known individuals.
You can also send your survey out using GetFeedback directly or by using our parent company Campaign Monitor.
Passing Merge Fields in A Survey URL: 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.
First, copy the link of the survey to be distributed from the "Distribute" tab inside GetFeedback. The survey link will look something like this:
Next, access your email provider account and build out a campaign. In the design phase of your email campaign, you'll have the option to include a link or a button to your survey URL. The campaign designer in Mailchimp for example might look something like the screenshot here:
Select the block of text that contains the primary content to be edited. On the right side of the Mailchimp screen the text now becomes editable:
Within the Mailchimp editor, any text can be converted into a hyperlink by selecting the desired text and clicking the "hyperlink" icon. When this is done, Mailchimp will display a hyperlink dialogue. This dialogue can be used to pass static or dynamic merge fields into the URL. Mailchimp has a specific syntax for passing dynamic merge fields into the email body (Read more about all Mailchimp dynamic variables).
For this example, the merge field value for an email address is *|EMAIL|* so simply adding the string ?Email=*|EMAIL|* to the end of the Web address will substitute the recipient's email address when the Mailchimp campaign is distributed (see below for other example of merge fields using different email providers):
Finally, as shown below, Mailchimp provides the ability to preview an email campaign prior to distribution. As shown below, the recipient will not see the merge fields within the email, however, GetFeedback will automatically track this recipient and attribute all survey responses to that specific individual.
Using another email provider? You'll want to make sure to use the right syntax for your merge fields as this can change depending on which provider you are using. Here are a few common ones that you might run into: