Merge Fields

GetFeedback surveys are anonymous by default. If you want to track responses or participant details within your survey, you can pull in merge field data.

Merge fields help you track survey responses from specific individuals, such as Contact ID, Name, or Email Address. For example, to track your support team’s performance, you can use a merge field to pull in the name of the support agent on a case-closed satisfaction survey.

All GetFeedback survey URLs have the same basic structure. By default, survey URLs only collect anonymous responses. To personalize surveys, track responses, and take action on response data, add merge fields to a survey URL or your email template.

The image below shows a basic GetFeedback survey URL:

This URL only collects anonymous responses. We’ll need to add merge fields to track information about who is taking the survey.

A merge field has two components: the merge field name and the merge field value.

To copy and edit your survey link, go to Distribute > Survey Link, then select Copy Link. The survey link will look something like this:

https://www.getfeedback.com/r/TLg32MsI

To manually add a merge field to your survey URL:

When someone submits a survey response using this link, we include the merge fields in the survey responses table.

Include merge fields to personalize your survey whether you are sending from a CRM or an email service provider.

Before adding merge fields, consider which merge field values you want to bring into your survey. For example:

Once you decide what information you want to bring in, you can build your email campaign using your email marketing too. You can add these merge fields anywhere in the body of the GetFeedback survey.

To add merge fields to a survey:

When a user takes the survey, the merge fields are filled with the user’s information.

Each email provider, such as Salesforce or Pardot, uses different merge field syntax. Here's a list of merge field formatting examples for different email providers.

If you're using Campaign Monitor, your URL might look something like this:

If you're using Pardot and want to track you Prospects, it might look like this:

You can use merge fields to personalize your survey and connect responses to the people who sent them. To fill merge fields dynamically and connect responses to users, you need to pull in information from a CRM or email provider like Salesforce, Pardot, or CampaignMonitor.

GetFeedback merge fields integrate with most email service providers like Salesforce, Pardot, or Marketo. Email service providers let you use merge fields to pull identifying information, such as name or ContactID, into the body of an email. We can then pull information from your database into your survey.

To fill merge fields dynamically:

Here's an example of a generic GetFeedback URL with a Salesforce Contact ID field:

When you send this link from Salesforce, the {!Contact.ID} section of the URL (aka the value) fills in with the appropriate ContactID. We then pull the ContactID into your responses, so you can connect each response to a Contact.

When you send your survey, consider hiding the URL behind a hyperlink, button, or image to avoid displaying messy merge fields. Many of our tools, like HTML email templates, do this for you.

When you send survey emails to a list in GetFeedback, you can use merge fields to personalize your email and gather data about respondents. When you send the email, the merge fields are filled with customer information, and each recipient gets a unique URL.

Next, save your list and assign a name for each of the columns of data you've entered. This keeps your response data and personalization organized.

Here's an example image showing the merge fields and data from an email list. We've mapped the email, name, and company merge fields to Sally's data.

When Sally responds to this survey, we'll include the email, name, and company data with her response. you can view all this information in the survey responses table.

If you send surveys from an email provider such as Salesforce, you can use a single email template to create personalized GetFeedback surveys for each recipient.

When you create an HTML email template using GetFeedback, you can use merge fields to personalize your email and gather data about respondents. When you send the template using your email management tool, the merge fields are filled with customer information, and each recipient gets a unique URL.

When someone responds to your survey using their unique link, we'll include the email, name, and company data with the response. You can view all this information in the survey responses table.

When respondents submit responses, results display in the Survey Responses table, which can be found under the Results tab of each survey. The merge field name becomes a column name in the table. The merge field value is placed in that column.

Here's an example of a survey responses table. This image shows the merge fields names ContactID and Case ID and their merge field values.

In this example, we're looking at a survey responses table with the merge fields Region, Channel, and Agent.