When personalizing a survey with custom fields, the first step is selecting a survey template that includes these fields. Look for templates that offer variables such as %jobtitle% and %client% to customize the survey content based on respondent details. This ensures that the survey is relevant and engaging to each participant, increasing the likelihood of a higher response rate.

Preview of a survey template with custom fields %jobtitle% and %client%

After selecting a survey template with custom fields, the next step is to edit the survey settings within your automation platform. Locate the "Send Survey" block and click on [Edit], then navigate to [Settings]. Here, you can configure various settings such as the survey's timing, frequency, and targeting criteria. Adjust these settings to ensure that your survey is delivered to the right audience at the right time, maximizing response rates and data accuracy.

Click on [Edit] for the Send Survey block and navigate to [Settings]

To further personalize your survey, add custom fields and populate them with variables from your connected app. These custom fields allow you to dynamically insert respondent-specific information, such as names, job titles, or client details, into the survey. This level of customization enhances the survey experience, making it more relevant and engaging for each participant.

Add (a) custom field(s) and populate them with variables from your connected app