Using Custom Data to Store Contact Info
Custom Data lets you store extra info in Contacts about the people you invite to take your survey. When someone takes your survey via an Email Invitation or Text Message, the contact's custom data is shown along with their responses to help you analyze your results. You can also use custom data to personalize your Email Invitation messages—a proven way to get better response rates.
Custom data lets you store first name, last name, and six custom fields in Contacts. Since custom data isn't specific to one survey or collector, we don't recommend regularly updating custom data for specific surveys or collectors.
To view your contact's custom data:
Custom data fields are labeled by default as Custom 1, Custom 2, etc.. Click Settings to edit these labels.
Adding & Editing Contacts with Custom Data
Add a Single Contact
To add a new contact with custom data:
Import Multiple Contacts
To add new contacts with custom data:
To add or edit custom data for a single existing contact, click the contact's email address in Contacts and Edit Contact.
To update multiple contacts at a time:
TIP! Check out the custom data character limits.
Using Custom Data in Email Invitations
To personalize your email invitation messages, you can Insert Custom Data tags in any message format. These tags are placeholders that are automatically replaced with your contact’s custom data when your message is sent.
To add custom data to your message:
If you want to personalize your subject line, type or copy and paste a custom data tag from the list below. Just make sure you don't edit these tags, including the brackets.
If a contact doesn’t have custom data, they’ll see a blank space in their message where that tag was.
Custom Data Tags
Add any of the following custom data tags to your message:
Example Message with Custom Data
Here’s an example of a message using custom data tags (highlighted in yellow):
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!
Each contact gets the message with their own custom data in place of the custom data tags. Here’s an example of what a contact sees (custom data is highlighted in yellow):
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: firstname.lastname@example.org
Thanks for your participation!
TIP! When you send a test email, custom data is pulled from a random contact in your collector.
Custom Data in Analyze
To view all Custom Data fields 1-6, you can export your results as an XLS spreadsheet.
You can apply analyze rules to show, filter, or compare survey data based on custom data to help you better understand why people answered the way they did.
If you don't see custom data in your results, it's likely because:
When using the Text Message collector, phone numbers won't be passed to Analyze Results.