Creating a single survey that can be sent to multiple Brands based on embedded data | XM Community
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Hello everyone,

 

Earlier this year I took over a CX program that uses Qualtrics, I haven’t used the platform before this.

 

The current set up is that our Company surveys ~13,000 contacts each Quarter and consists of ~7 Brands (due to acquisitions etc), as part of uploading the contacts each one has the relevant Brand annotated. 

A single set of questions is used i.e. everyone gets the same survey, but to get around the Branding issue (logo and Brand name etc) each Brand has it’s own copy of the same survey with the correct Logo and Brand name included throughout.

This makes changing/updating the surveys (or adding new Brands) tedious and a complete time-sink especially when linking data out via an api as well.

 

I have looked into themes but couldn’t make any progress, I’ve also not got any significant coding/use of javascript experience. 

 

I have had someone suggest to me that I link the appropriate Brand logos and names in a single survey using javascript from the embedded data but I don’t know where to start with this.

 

Does anyone know of a good resource I could use to look into this or could give me some pointers to start tackling this problem?

 

Thanks in advance,

 

Greg

@GregP 

You can do this by not using default Logo and getting all of the images link as HTML in embedded data. You can get it from library. Post which based on brand names or brand id you can have branch logic written and use this embedded data in Header to show appropriate logos.

@GregP You can follow this support page to set embedded data according to the brand in your contact.https://www.qualtrics.com/support/survey-platform/survey-module/survey-flow/standard-elements/embedded-data/#SettingValuesFromAContactList

The field will carry the brandname through out the survey.

For logo, easiest way is to show the logo in your introduction and set the logic display base on the value of brandname embedded data.

Hope this helps

@Deepak and @dxconnamnguyen,

 

Thank you both very much for your replies! 

It has taken me some time to understand it but I have now managed to get the Brand Name throughout the survey using the embedded data.

 

I followed the same process for the Logo again using embedded data. I can get the Survey/email to choose the correct html link, however, instead of showing up as an image it just displays a hyperlink to the image.

Do you know if there is a specific way I am meant to format it or have I chosen the wrong link?

 

Thanks again for your help, so close to solving this problem!

 

Greg

@GregP 

Yeah, so the image embedded data value would be in this manner

<img src="Image link" style="width: 99px; height: 111px;" />

Hope it helps!

@Deepak 

 

I’m getting this when I put the link in as you suggest:

 

 

I must be using the wrong link right?

 

 

@GregP 

Can you show how you have included in survey flow?and header.

@Deepak,

 

Sure thing.

The Brand Logo link is pulled in using the embedded data - this is set up in the Survey Flow (and I can confirm that it pulls the correct link).

I have then used Pipe text within your suggestion above, so it puts the link in the right place.

 

 

 

@GregP Put the code in source code

 

@Deepak, @dxconnamnguyen,

 

Thank you so much, I’ve got it working now. 

 

This will save me hours of time!!

@Deepak, @dxconnamnguyen,

 

Thank you so much, I’ve got it working now. 

 

This will save me hours of time!!

Happy to help😁

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