External survey links can be used for transferring data from other systems. Typical use case is sending survey invitation from CRM and adding customer information to link. Added information will be saved as background information in Surveypal.
NOTE: You cannot use external survey link if you send invitation emails from Surveypal.
1. Login to Surveypal and select survey from the survey list.
From the bottom right corner you can find survey link. Click it and the survey will open to a new browser tab. Copy long survey address from browser address bar.
E.g.
https://my.surveypal.com/app/form?_d=0&_sid=123620617&_k=8kjHWz1YMgPvLrX6eqIfwOlhjYow6uKJNU4ueMMvECbryhAql5mRV2l7sjNjZWD9&_hid=Answer-API-demo
2. Edit link:
- after "app/form" add "/ext"
- remove "&_hid" parameter and the value
Now the link should look like this:
https://my.surveypal.com/app/form/ext?_d=0&_sid=123620617&_k=8kjHWz1YMgPvLrX6eqIfwOlhjYow6uKJNU4ueMMvECbryhAql5mRV2l7sjNjZWD9
3. Add external id
If you want that answers are not anonymous, you can add parameter &extid and add some unique value there. Value can be for example email address or ticket number. Depending of the service you use, dynamic content can be pushed with different tags to the link e.g. {ticket_id}.
https://my.surveypal.com/app/form/ext?_d=0&_sid=123620617&_k=8kjHWz1YMgPvLrX6eqIfwOlhjYow6uKJNU4ueMMvECbryhAql5mRV2l7sjNjZWD9&extid={ticket_id}
Remember that if you add for example email address to extid value, and then later send invitation to the same respondent from the same survey, respondent will see previous answers and will be able to update those.
NOTE: You have to use external id if you send email from Surveypal. Put there same email address where you will send the invitation message. For example &extid={{Email}}.
4. Add background information
If you add &meta-parameter to your link, you can add there background information which will be saved when respondent opens the link. Here we add background information "Region" which value is "Europe".
https://my.surveypal.com/app/form/ext?_d=0&_sid=123620617&_k=8kjHWz1YMgPvLrX6eqIfwOlhjYow6uKJNU4ueMMvECbryhAql5mRV2l7sjNjZWD9&extid=32554725&meta=[{'key':'Region','value':'Europe'}]
You can add multiple background information like in this following example:
https://my.surveypal.com/app/form/ext?_d=0&_sid=123620617&_k=8kjHWz1YMgPvLrX6eqIfwOlhjYow6uKJNU4ueMMvECbryhAql5mRV2l7sjNjZWD9&extid=32554725&meta=[{'key':'Region','value':'Europe'},{'key':'Country','value':'Finland'}]
NOTE: If you send invitation from Surveypal, you don't need to add language parameter. Instead you must use language versions of your invitation message and add your external link there. It will automatically select the correct language if you also have external id in your link.
5. Add language
If you have more than one language in your survey, you can add language parameter to the link so the respondent does not need to select the language. Language name in language parameter must match your survey language name. If your survey language name is Suomi, you can add it to link like this:
https://my.surveypal.com/app/form/ext?_d=0&_sid=123620617&_k=8kjHWz1YMgPvLrX6eqIfwOlhjYow6uKJNU4ueMMvECbryhAql5mRV2l7sjNjZWD9&extid=32554725&meta=[{'key':'Region','value':'Europe'}]&language=Suomi
NOTE: If you send invitation from Surveypal, you don't need to add language parameter. Instead you must use language versions of your invitation message and add your external link there. It will automatically select the correct language if you also have external id in your link.
6. Test your link
Send test invitation to your own address and check that link contains every information what you added. Try to answer couple times with the same link and check that everything looks good in Surveypal Manage and Result views.
7. Send invitation messages to respondents.
Tips & Tricks
- You can use either external id or meta information in the external link. Both are not mandatory to have in the link at the same time.
- Adding static meta to a link allows e.g. to use different links to collect responses from different locations without having to ask the location from respondents.