Personalize a survey with HubSpot contact data

Add respondents' data to your survey question to make it even more customized

Daniela avatar
Written by Daniela
Updated over a week ago

With this feature, you can make your survey questions even more personalized, which helps you enhance the survey experience and increase the response rate.

πŸ“Œ Please note that this option is available for Email or Shareable link surveys.

Step 1. Create your email/link survey

1. Log in to your account, and you'll see the panel where you can view all surveys you've created - active and inactive. To create a new survey, click on Create new survey.

2. Pick an Email or shareable link survey from the menu. You can either set up a survey of your own (start from scratch), select a survey from our templates library (start from template), create a survey with AI, or import questions you prepared before:

You can also click on Templates Library at the top of your dashboard and select the Email or Shareable link survey type:

πŸ’‘ If you need more help creating the survey, check out our How to create a survey to send via an email or shareable link article.

Step 2. Personalize questions with HubSpot data

1. In the create tab of your survey, while adding questions to your survey, add @ to see the list of contact properties you can implement:

πŸ“Œ If you never used Survicate with HubSpot before and never collected a response with HubSpot properties, we won't show you a preview of the options. If you'd like to use personalization, you can submit a test response with one of your contacts or insert the tags manually (see Troubleshooting).

2. Enrich your questions with the respondents' information to make them feel seen and understood better:

3. Set up the fallbacks

Once you click on the property you inserted, you'll see a text field above it to insert the fallback value. This is the text we'll display if the respondent doesn't have any value in this field of their profile or if the response is anonymous:

Step 3. Add merge tags to the survey link

1. Go to the share tab of your survey, and copy the survey link:

2. Paste the link in any text editor you find suitable.

3. Add merge tags with all the properties you used in your questions, using merge_tag={{merge.tag}} formula. The only merge tags which are added to the link automatically are the first name, last name, and email. If you used other data in your questions, you must add tags manually. In the below example, we added industry, company name, and annual revenue:

https://survey.survicate.com/123xyz/?p=hubspot&first_name={{contact.firstname}}&last_name={{contact.lastname}}&email={{contact.email}}&contact_industry={{contact_industry}}&contact_company={{contact_company}}&annual_revenue={{contact.annualrevenue}}

❗ The names of the merge tags in the Create tab and in the link have to be the same. For example, if you have annual_revenue inserted in one of the questions, the merge tag in the link has to be &annual_revenue={{contact.annualrevenue}}. If you use, for example, revenue={{annual_revenue}} instead, it won't work.

Troubleshooting

Why can't I see any options once I insert @?

If you never used Survicate with HubSpot before and never collected a response with HubSpot properties, we won't show you a preview of the options. If you'd like to use personalization, you can submit a test response with one of your contacts or insert the tags manually (see the question below).

How can I use a tag I don't see in the dropdown?

You can add a tag manually, using {{merge_tag | "fallback"}} formula. For example, if you'd like to manually add a company merge tag with a fallback "your company," your tag would be {{visitor.contact_company | "your company"}}

How can I check the formula of the HubSpot merge tags?

If you are not sure of the value of the merge tags on the HubSpot side (the values in {{}} brackets), it has to be checked with HubSpot support.

πŸ“ž If you have any questions about HubSpot Integration - feel free to reach out to our team via chat or email: support@survicate.com.

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