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How to add metadata to your surveys
How to add metadata to your surveys

email, sms, contact list, metadata, enhance, enrich, link

Michaela Isaksson avatar
Written by Michaela Isaksson
Updated over a week ago

With Feedbackly you can add metadata to the feedback you collect. This will help you segment feedback, identify users with their id’s, add transaction details like sums; or whatever you can think of!

You can view individual metadata values in the Response List-tab in Survey Analytics or filter and group by the values on the charts side.

 Note that these special characters cannot be included in metadata keys and values;

  • ;

  • : and

  • &

1. Adding metadata to survey links

You can add metadata to survey links by adding key-value pairs to the end of the link.

Just add a “?_=” querystring parameter and add your key-value pairs by separating keys and values with a colon and different key-value pairs with a semicolon.

?_=key:value;key2:value2;key3:value3

Examples:

Original link: http://fbly.io/l/NhsdE

Adding a customer_id to the link:

http://fbly.io/l/NhsdE?_=customer_id:1235

Adding a gender, product purchased and total sum to the link:

http://fbly.io/l/NhsdE?_=gender:male;product:iPhone;sum:700

2. Adding metadata to a website survey widget

There is a javascript API for adding metadata to the survey.

Call the instance from your app/website with 

window.FBLY.addProperty("phone", "iPhone")

To remove a metadata value, call it with
window.FBLY.clearProperty("phone")

3. Adding metadata via contact information for SMS and Email lists

Adding metadata to your email campaigns is quite simple. The following steps will guide you through the process of how to add metadata to your CSV or XLSX files.

  1. It's mandatory for the first column to be named “email” (all in lower case) so the system can identify each email address

  2. The following added columns will be taken as metadata fields, regardless of their alphanumerical format. The first row will be always considered as the name of the metadata field

  3. All respondents will receive unique links and their responses are automatically complemented with whatever data was uploaded in the contact list file

Here is an image that depicts how a CSV file is constructed according to the previous comments.


An example of SMS contact list with metadata:

All metadata in this approach will be preserved safe inside Feedbackly’s database and they will not be exposed to the respondent.

Please note that deleting the uploaded contact lists that contain metadata before respondents have answered the survey, also deletes the metadata.

If however you would need to delete the contacts (provided you don't need the user info), you can go ahead and delete only those by bulk action, but not the actual contact list.

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