Enriched survey links can be used for transferring data from other systems to a survey answer. Typical use case is sending survey invitation from CRM or support systems and adding important information to the link, such as ticket ID and support agent or case ID and case manager. The added information will be saved to the survey response in Surveypal.
Responses gathered via these links will use source name 'external response' in the survey Manage-view.
You can use our generator to easily create your own enriched-links.
IMPORTANT NOTES:
- The technology behind data parameters in survey url's is resistant to link sniffers. Email security feature that is meant to check incoming email url's before the receiver clicks them might skew survey results when sending email invitations with embedded first question in the email body. The enriched survey links can ignore these very short visits to the survey.
- You should not put an external survey link to email invitation message body in Surveypal. Our system generates automatically the response link to each recipient there. Even if you delete the _link:Click here_ default link placeholder, the survey url will be placed to the bottom of the message automatically
- Enriched survey links should be bookmarked only in specific use cases where e.g. static background information is used. Use case: Sales people are given a dedicated url to request feedback from sales meetings with potential customers where a system to automate the process is not available.
- Always test your survey process thoroughly when using enriched links. Give actual test responses to your survey and see from survey Manage view and 'Meta fields' view that the response source and background information are correct. Also check survey Analyze view and create an excel report to check that necessary data is logged properly.
- When forwarding multiple different external links with static background information via email clients, make sure you have the original links in text format and paste them always as new links. E.g. Microsoft Outlook has the tendency to replace only the URL masking text with pasted link instead of actually changing the URL.
- Enriched link background information key names are not case-sensitive. Key 'Customer_Name' and key 'customer_name' are treated as being same.
- The url parameters are visible in the browser address bar. Pay attention to not put too sensitive information to the parameter values. Consider pseudonymising the values if necessary.
1. Login to Surveypal and select a launched survey from the survey list.
From the bottom right corner you can find survey link. Copy the link address.
Tip! You can edit the end-part of the survey url by opening the survey and navigating to Distribute-view. Shorter url is better.
2. Editing the link to be able to use parameters:
- Add ? to the end of the link
- Link should look like this:
https://q.surveypal.com/example-survey-link?
You can now start adding parameters after the question mark.
NB! First parameter after the '?' doesn't require '&'. If you add multiple parameters, then '&' will be used before the parameter.
https://q.surveypal.com/example-survey-link?language=English&extid={{ticket.id}}
Add answer language
If you have more than one language in your survey, you can add a parameter called language to the link so the respondent doesn't need to select the language. Language name in language parameter must match your survey language names that can be found in the survey Build-view. If your survey language name is English, you can add it to link like this:
https://q.surveypal.com/example-survey-link?language=English
If the language name contains a space, e.g. English (US), replace the space with %20.
https://q.surveypal.com/example-survey-link?language=English%20(US)
Or rename the language in the Survey Build-view to not contain any spaces.
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.
Key = Name of the background information field, you can decide this yourself
Value = The value of the background information
Here we add background information Region with value Europe.
https://q.surveypal.com/example-survey-link?meta=[{'key':'Region','value':'Europe'}]
You can add multiple background information like in this following example:
https://q.surveypal.com/example-survey-link?meta=[{'key':'Region','value':'Europe'},{'key':'Country','value':'Finland'}]
You can freely choose key and value pairs. You can also add as many background information as needed.
If you send link from CRM or any other system where you have placeholders then you can use those with the link. For example Zendesk placeholder for agent name on a ticket is {{ticket.assignee.name}}. You can add this to the link like this:
https://q.surveypal.com/example-survey-link?meta=[{'key':'AgentName','value':'{{ticket.assignee.name}}'}]
When you send this link from Zendesk, it takes agent name from ticket and you don't need to hard code it.
Identified response
If you want that the answer is not anonymous, you can add parameter extid and add some unique value or placeholder for a value there. Value can be for example email address or a placeholder for ticket number.
https://q.surveypal.com/example-survey-link?extid=john.doe@domain.com
https://q.surveypal.com/example-survey-link?extid={{ticket.id}}
Remember that if you add for example email address to extid value, and then later send invitation to the same respondent with the same url, the respondent will see their previous answer and will be able to update it.
NOTE: Test your link carefully if you use parameter extid. If your extid value is same for every respondent then everyone will see the latest respondent's answer and can change it. So in the end you will see only one answer and lose everything else.
Multiple answers with same identifier
When you use extid parameter the response with the extid value is unique. (unique=true by default) If you want to identify the response with extid but still want to allow multiple answers from the same extid, you can use parameter unique:
https://q.surveypal.com/example-survey-link?extid=john.doe@domain.com&unique=false
This will allow John to respond multiple times to the survey and you can identify all responses by him.
Push response to survey with data parameter in the link
You can push answer to survey with data parameter if question element is on first page of the survey. The data parameter contains survey question 'element code' and value. Notice that the page and element code value needs to have ' ' around them. Almost any question element can used with the data parameters, except date picker and file upload questions.
Here is an example where we input data on first page of the survey, to second question's second option: https://q.surveypal.com/example-survey-link?data={'p0e1':1}
Most common use case is where NPS, CSAT or CES question data is pushed to the respective question on the first page of the survey from an feedback email. The question is embedded to the message body and each number button contains it's own url that matches the value of the button.
Element code
Element index code is the element id on the page, for example p0e1. Survey element index codes are always counted from zero. You must count every element, also image and text elements.
First page = p0
First element = e0
First option = :0
You can use only element which is on the first page to input data so your element code always begins with p0. If there's a logo on the first page and then the question you wish to input data to, the question is identified with e1. (e0 is the logo in an image element)
See also article How can I show a survey element response on another survey page or in automation
Element value
Value after element code is question option index value or text value.
If you use elements single choice, multi choice, number scale or satisfaction value is index which starts from 0. First option is 0, second is 1 and third is 2. Then data parameter look like this
data={'p0e1':1}
If you use open text element, then you can add text value after element code but remember to put is inside single quotes ' ' like this
data={'p0e2':'Open text element sample response'}
You can also push multiple answers to same time
data={'p0e1':1,'p0e2':'Open text element sample response'}
With this functionality you can embed survey question to email or website so that you create links e.g. "Yes" and "No", add survey link for both with data parameter which push the values to the survey. Common use case is to embed NPS, CSAT or CES buttons to a feedback email.
Change page after setting answer to a question on first page
Common use case when embedding NPS, CSAT or CES questions to an email or webpage is that the aforementioned index question is on the first page of the survey and then the follow up question is on the second page of the survey, e.g. open feedback or FCR. When the respondent clicks on the embedded question button they should be directed to the next question in the survey on the second page instead of showing the first question again. Page change parameter can be used to achieve this.
The parameter is p=1 and accepts a page number, for example p=1 would take you to the second page of the survey, p=2 would take you to the third page etc.
Here we add answer NPS 10 to first element on the survey's first page and then go straight to second page: https://q.surveypal.com/example-survey-link?data={'p0e1':10}&p=1
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.
- Depending of the service you use, you might be able to use dynamic content e.g. {{ticket.id}} or $case_id$ and push it to the link. For example you can pick up a ticket id to the link like this: https://q.surveypal.com/example-survey-link?extid={{ticket.id}}