Insert Dynamic Data in Survey Distribution

Studies show that marketers who are using personalization to make their emails more relevant are not only getting a 2.5x higher click-through rate, but are also generating 6x more sales from their campaigns. Similarly personalizing the distribution of a survey questionnaire increases the chances of responses. When a survey is personalized the it will show the contact’s name in the survey when the survey is launched.

In this topic, we will see how a Survey can be personalized to show customer’s name.

Example Scenario

In the earlier example of Transport Survey we will add customer’s name in the welcome page

Steps

Step 1 – Create Survey

Step 2 – Edit the section and insert “Pipe” option

Step 3 – Create Email Template

Step 4 – Use the Email template in Email distribution

Step 1 – Create Survey

-    1-    Navigate to Voice of Customer Tile and Create a new survey

Step 2 – Edit the section and insert “Pipe” option

1-     Navigate to the “Designer”form on the survey page

2-     On the “Welcome Page” click on edit button

3-     On the resulting Question form, under Section “General>Body” click on the Pipe drop down

4-     Select Customer

5-     This will add “_CUSTOMER_PIPED_DATA_” in the body of the question. This text will be dynamically replaced with customer name during Survey distribution

6-     Save and Close the form

7-     Complete the survey and Publish the Survey

8-     Copy the Snipped from the saved Survey form

Step 3 – Create Email Template

1-     Create an email template to send this survey to respondents

2-     Insert the copied Snippet in to the body of the email template. This will look like this [Survey-Snippet-Start]f96c496d-9b6c-e711-812b-c4346bad9624[Survey-Snippet-End]

3-     Now this snippet needs to be edited to include Customer name. Edit the snippet by including pipeline signal “| Customer =” and then insert the dynamic value of the customer name from “Insert/Update” button.

4-     The Snipped will look like this [Survey-Snippet-Start]f96c496d-9b6c-e711-812b-c4346bad9624|customer= {!Contact:First Name;} [Survey-Snippet-End]

Step 4 – Use the Email template in Email distribution

1-     While distribution of the survey, insert the email template

2-     The dynamic fields will be automatically changed in the email

Output

When the contact receives the email and when they click on the survey link. The survey page will be displayed with personalized message