Using Custom Data to Store Respondent Info

In addition to email address, first name, and last name, there are six custom data fields you can use to store information about your contacts.

When using an Email Invitation Collector, you can use this information to personalize messages pass data along to your survey results.

Adding Custom Data to Contacts

To edit the custom data for a single contact, click their email address in Contacts.

You can also organize custom data in a CSV file and upload it to Contacts:

  1. Create a CSV file of your contacts. If you already have contacts added to Contacts, click the down arrow to the right of a group to export them as a CSV.
  2. Add the custom data to the CSV file. Ensure the CSV is properly formatted.
  3. Import the CSV to Contacts, making sure to select update contact information.

Please take note of character limits for each field in Contacts.

You need to add custom data to a contact *before* adding the contact to a collector. Edits you make to contacts are not applied in existing Email Invitation Collectors.

Viewing Custom Data in Contacts

To view all custom data fields in Contacts, go to the bottom of the contact list and move the scroll bar to the right.

By default, we label the custom data fields as Custom 1, Custom 2, Custom 3, etc. To edit these labels:

  1. To the right of the search box in Contacts, click y.
  2. Enter your preferred label names.
  3. Click Save.

This changes the label names across all of Contacts.

Using Custom Data in Messages

You can use placeholder tags in your messages to populate custom data from Contacts. When a recipient reads the message, the tags are replaced with their information. This is similar to merge tags in MailChimp or mail merge in Word.

To add custom data to your message:

  1. While editing a message, click the place in the message where you'd like to insert the tag.
  2. Click Insert Custom Data and select the tag to insert.

Keeps the tags exactly as they are inserted, including the brackets.

Custom Data Tags

You can use the following tags in messages to pull information from Contacts:

[Email]
[FirstName]
[LastName]
[CustomData1]
[CustomData2]
[CustomData3]
[CustomData4]
[CustomData5]
[CustomData6]

NOTE: If you're using the classic version of the Email Invitation Collector, you can't insert Custom 2–6 into messages. To insert Custom 1, use this tag: [CustomData]

Example Message

Here is an example message you might use in the Email Invitation Collector (placeholders highlighted in yellow for the example):

Hi [FirstName],

We're planning a picnic for the [CustomData1] department and would love to get your feedback.

Please do not forward this message since it's associated with your email address: [Email]

Thanks for your participation!

- Annie

The message is sent to each email address in the collector separately, and placeholders are replaced with each contact's information from Contacts.

Here is what the recipient sees (placeholder content highlighted in yellow for the example):

Hi Danny,

We're planning a picnic for the customer service department and would love to get your feedback.

Please do not forward this message since it's associated with your email address: danny@surveymonkey.com

Thanks for your participation!

- Annie

Viewing Custom Data in Analyze

The following data is passed along to your survey results, as long as you didn't edit the collector options to make responses anonymous:

  • Email Address
  • First Name
  • Last Name
  • Custom 1
  • Custom 2–6 (only included in All Responses Data Google Sheets exports)

You can see this data associated with survey responses when browsing Individual Responses or in All Responses Data exports. You can also export your contacts and their custom data from Contacts.

TIP! Track data about respondents by passing one or more values through a survey link and into your survey results using Custom Variables.
In addition to email address, first name, and last name, there are six custom data fields you can use to store information about your contacts. You can use this information to personalize messages pass data along to your survey results.