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Passing information into a survey

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You can pass extra information (metadata) into a survey about respondents, that does not come from answers they give. You can then use the info in your display logic, routings, reports, filters and notifications.

There are two ways to add metadata to surveys:

  • Import the data along with your contacts
  • Use a query-string parameter

Each option is explained more in detail below.

Import the metadata with your contacts

When you import contacts, either by uploading a file, FTP or through the API, you can add metadata such as: gender, date of birth, country, state, and 20 custom text fields where you can add any type of information that you need for your research. All of the fields that you import will be available to use in display and routing logic, reports, filters and raw data.

You can rename these custom fields to make them easily recognizable and easier to work with.

Prefill hidden questions in the survey

When you are not making use of the contacts functionality, but still wish to include known metadata in the results, you can prefill hidden questions with this information by adding querystring parameters to the URL.

For each question in the survey a chart will automatically be created, and you can filter on any available chart in the reports.

You can prefill open text boxes, or closed questions, such as radio buttons questions, or checkbox questions. The open text box questions will result in a word cloud, the closed questions will result in bar, column or pie charts. The correct question type will depend on your specific analysis needs.

Ask the question

Probably the simplest way, but often forgotten: just ask your respondents.

This option is, of course, the best way forward when you don’t have any metadata readily available, yet you still require it for your research. Then all you can do, is ask the question. That way this information will become available in your results as well.

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