Using existing data to pre-populate a survey

Contents

Creating a survey with an existing contact's email address
Set behaviour for pre-existing data
Share your survey via the email application
Pre-population of surveys in landing pages
Tips and tricks on mapping data: Boolean (yes/no) data fields
Sending the campaign outside of EasyEditor

Summary

Surveys can be pre-populated with the data you may already hold on your contacts. If you distribute your survey via the email functionality of the application, surveys can pre-populate or hide a field for which you already have information on a contact.

In brief, the way to achieve this is:

  • Create your survey
  • Assign questions to your contact data fields
  • Choose how you want pre-existing data to be handled
  • Insert a link to your survey using EasyEditor's Link function and send your campaign

For more details, read on.

Creating a survey with an existing contact's email address

Create your survey in the normal way, and assign your questions to your contact data fields.

Set behaviour for pre-existing data

saf_hide_this_question.pngBelow the option to assign a question to a contact data field, it says, "If you already have this data for a respondent" followed by the options:

  • update (which overwrites existing data with the contact's response to this question)
  • hide this question (which doesn't show the question to your contact)

Choose the appropriate behaviour for your survey.

Share your survey via the email application

To overwrite data, or hide the question, based on there being existing data, then you need to share the survey via the email application.

In EasyEditor, use the 'Link to a survey' feature, which you can access by clicking on the Link function in the toolbar.

saf_link_to_a_survey.png

When the campaign is sent out via the email application, each contact will be sent a unique URL for the survey and the questions will be hidden based on that URL.

Pre-population of surveys in landing pages

If you're using surveys in landing pages, then pre-population is also possible, provided the contact is coming through to the page from a link in a campaign they've been sent. If the survey's questions are assigned to contact data fields, then the survey in the landing page will be pre-filled wherever that's possible.

Tips and tricks on assigning data

Boolean (true/false or yes/no) contact data fields

If your data fields contain Boolean (true/false or yes/no) data, then assigning this successfully requires the use of multiple choice radio buttons or a dropdown list with appropriate Boolean answers. Valid answers for your survey would be 'True' and 'False', 'Yes' and 'No', or even 'Y' and 'N'; these will all be assigned correctly to your Boolean contact data field.

It's not currently possible to assign a contact data field to a checkbox.

saf_assigning_to_a_Boolean_value_data_field.png

Sending the campaign outside of EasyEditor

If you don't have access to the 'Link to a survey' feature (because, for example, you're using the API or a different editor), then you can still access this behaviour through the email application.

  1. First, generate your link in the survey tool - this will look something like: http://www.survey-domain.me/2di8cfa‑482d125
  2. Insert m/ after the http://www.survey-domain.me/ so that it looks more like: http://www.survey-domain.me/m/2di8cfa‑482d125
  3. Now, to the end of the link add –@HCONTACTID@ so that it looks like: http://www.survey-domain.me/m/2di8cfa‑482d125–@HCONTACTID@
Have more questions? Submit a request

Comments

  • Avatar

    Hi Neal, 

    Is it possible to personalise survey similar to email campaign. I created a personalised email campaign with Survey link via the email application, and I would like to display (not hidden) First (@FIRSTNAME@) and last name (@LASTNAME@) at the top in the survey as well.

    Is it possible to do so?

    Thanks, 

    Nitasha

  • Avatar

    Hi Nitasha,

    Thanks for your question. This isn't possible currently for surveys and forms. 

    It may be the case that you'd like to turn this into a surveys and forms feature request though, meaning other users can then vote for it and it can climb our priority list.

  • Avatar

    Anyone else have trouble with the work around for sending campaigns outside of easy editor, I didn't have much luck with this and my 'Link to Survey' option isn't working?

  • Avatar

    Is there a way to pre-populate existing customer data if the form is embedded on our website rather than directly linked to from the email?

  • Avatar

    Hi Laura,

    There isn't. The contact needs to have accessed the survey or form via a unique link sent to them in an email, which enables the system to identify them and then access their existing data, thus pre-populating the form and hiding certain questions as appropriate.

  • Avatar

    Shouldn't checkboxes map to boolean data fields? On=true and off=false.

  • Avatar

    Hi Dermot,

    It isn't possible to assign a contact data field to a checkbox question. This is because it's possible for multiple answers to be selected for this type of question, meaning they can't be stored under a single contact data field.

Powered by Zendesk