Background information can be printed in multiple locations, such as surveys forms, email messages, automation emails etc. In this way the form or emails can be personalised for each recipient. Using recipient background information in email surveys also makes it possible to filter answers according to the them.
The possibility to use background information reduces survey size and answering time, since it is not necessary to ask the already known information from the respondents. Typical examples of known recipient information are name, hometown, profession, company, department etc.
Background information column names must be unique. Column name is not case-sensitive. So Customer_Name and customer_name are treated as one column.
The easiest way to import recipient background information is alongside with recipient email addresses in an excel file. See instructions for importing excel-file here. It is also possible to manually enter the background information while sending invitations or afterwards.
Tips & tricks
Background information can be printed onto the survey form and elsewhere by using the tag {{keyword}}, where the keyword is the heading of the background information column.
1. Give the background information column a heading that is easy to remember, e.g. 'first_name.
2. Write the tag {{first_name}} in the desired place on the form, which leads to the content of the background information column being printed there. NOTE! The text within the curly brackets needs to be lowercase.
Please note!
There are few background information topics that should not be used, since they are reserved by the Surveypal tool. The topics are:
- source
- answerid
- language