Make your surveys more personal and individualized by adding the respondents' information, like their name or profession, to your survey. With our recalling attributes feature, you can do it automatically without creating a separate survey for each respondent! Make your respondents feel addressed and special while boosting your response rate at the same time!
Step 1. Create a survey to send via an email or direct link
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 add all questions independently (start from scratch), choose and modify one of our templates (start from template), use AI-assisted creation, or import questions you prepared before:
3. Choose Mailchimp in the Identify respondents with field in both the Configure and Share tabs of your survey:
💡 If you need a more detailed guide - you'll find it here.
Step 2. Add basic personalization
You can use the attributes we collect by default (first name, last name, email address) without any additional changes to the survey link. Simply follow those steps:
Go to the Create tab of your survey and go to a question you'd like to personalize:
2. Type @ in the question box or introduction and choose a first name, last name, or email attribute from the list:
3. Click on the attribute to add Fallback:
💡 Fallback is the value that will be displayed if the respondent is anonymous or doesn't have such an attribute assigned.
4. The final outcome will look like this for your identified respondent:
If a respondent is anonymous or doesn't have such an attribute, it will look like this:
Step 3. Add an advanced personalization
You can add a country, company, and many more to appear automatically in the survey question by modifying the survey link. Let's say you want to include the respondents' company name in a survey question:
1. In Mailchimp, go to Audience -> All contacts. Then, click Settings and continue to Audience fields and *MERGE* tags:
2. On the list, check the merge tag value for the Company information. In this case, the value is |*COMPANY*|
3. In Survicate, go to the Share tab of your survey and copy the survey link:
4. In any text editor (like Notes or Word) add the |*COMPANY*| tag to the link. The outcome will look like this:
https://survey.survicate.com/8bfcc06cf18567f4/?p=mailchimp&first_name=*|FNAME|*&last_name=*|LNAME|*&email=*|EMAIL|*&company=*|COMPANY|*
If you'd like to embed the first question of your survey, you have to copy the code from the Share tab of your survey, and edit each link in the code in the same way:
Go to the Create tab of your survey and add the attribute to your survey question:
6. Use the edited link to distribute your survey. For a respondent with the value Survicate in the Company field, the question should look like this:
Troubleshooting
My answer or attributes are not visible in the email, in the first question of my embedded survey.
The data is automatically added to the survey once the respondent opens the survey in the browser tab. This feature is not supported in embedded emails. If you need answers or attributes piping, please use a direct link in an email message or do not use formulas in the first question embedded in the message.
I'm passing respondent attributes in merge tags but I can't select them from the dropdown while creating a survey
Before you can select a custom attribute in the recall function, you need to send an Email or Shareable link survey with a merge tag responsible for collecting this attribute to a respondent (or to yourself as if you were a respondent) so that the attribute is collected at least once and then it will appear in the dropdown to use.
📞 If you have any questions about Mailchimp or attributes recalling - feel free to reach out to our team via chat or email: support@survicate.com.