How do I append custom data or associate an agent/filter to an online survey?

If you link to a web survey via your own methods (e.g. via a button in your marketing emails or a link on your web app) then you may wish to further enrich your survey response data by automatically appending additional customer information. 

If you are using our enterprise product, you may also want to associate it a specific team or person within your organisation.

To achieve this you can simply add a query string to the end of the survey URL. There are 3 options depending on your use case.

• Capturing customer information (such as customer name, reference number or anything you like!)
  Append the following to the end of your URL:
  
  &custom<Name>=<Value>
  
  Where <name> is the category of the data and the value is the value for this specific response.
  
  For example, if you want to capture the customer's reference number of 12345, it would be formatted as follows:
  
  &custom_reference=12345
  
  One the response you will then see custom data called "reference" with a value of "12345".
• Associating an agent to a response 
  Append the following to the end of your URL:
  
  &callagentpin=<PIN>
  
  Where <PIN> is the PIN of the agent you wish to append.
  
  
• Associating a filter to a response
  Append the following to the end of your URL:
  
  &filter<FilterName>=<Value>
  
  Where <FilterName> is the name of the filter and <value> is one of the existing filter values (note that filters and their values need to be set up before they are used. If you use a filter name/value that does not exist then this information will not be saved).