By default, GetFeedback doesn't track your survey recipient addresses, or identify who is clicking on a GetFeedback survey link. If you want to track respondent details and match survey responses with known contacts, leads, or opportunities, add merge fields to your survey link.
Merge fields can pull in data from Salesforce to create a unique URL for each respondent. When someone uses the link to complete the survey, we’ll track their responses using the merge fields in your survey link. If you’re sending a survey from Salesforce, you can either add merge fields to the survey link or to your GetFeedback email template.
If you’re creating a custom template to send from Salesforce, you’ll need to add merge fields to your survey link manually. We'll add the merge fields to your survey for you when you set up a Visualforce or HTML email or use our automated email builder.
If you build your email outside of GetFeedback, you'll need to manually add merge fields to your survey link (for example, when you create a custom email template in Salesforce). When adding merge fields to your survey link, follow the proper syntax outlined by GetFeedback and utilize proper Salesforce merge fields.
The image below shows how to format a link. This example includes Salesforce merge field syntax in the merge field value section of the link. The merge field pulls in the respondent’s data when they go to your survey link.
Here's an example of a generic survey link that pulls in the respondent’s Contact ID and first name. Salesforce pulls in a recipient’s contact ID and first name when you send the email. When the respondent uses the unique link to complete the survey, GetFeedback pulls the merge field data from the link to associate it with the response.
Here's an example of how the template link above may look after it is sent to a Salesforce Contact. When the respondent clicks the link, GetFeedback pulls the merge field values from the link and places the values in the results table on your survey results page.
There are many ways to send surveys using Salesforce. You can add merge fields using our tools, and we’ll format the link for you. You can use the following methods to send surveys with Salesforce:
Once you've added merge fields, you can map this information into Salesforce along with the associated answer information.
To map a merge field to Salesforce:
By default, respondents can view the merge field data in the survey link. For example, if you use the Contact ID merge field, your respondents can see their Contact ID in the link when they take your survey. Respondents may also be able to manipulate or remove merge fields from your survey link. You can encrypt merge fields to hide personal data from your survey respondents and prevent them from changing the link.