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Embeded data in survey flow not working


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Hi All,

I need help. I am trying to have a branch using embeded data. If Role = Student, the survey block should be activated. But it doesn’t do that right now. The survey goes right to the end. In short the embeded data branch using role is not working. What am I doing wrong here?

Thank you!

 

 

Best answer by jmborzick

@SCK02005  Most often this occurs because the embedded data field isn’t piping in from the contact. I don’t see an authenticator attached to the survey, so I assume you’re distributing the survey via email. Can you confirm that the emails you are sending the survey to have “Role” as an embedded data field in their contact? 

 

One good way to test that the field is coming in  is by adding a question before the branch but after  the embedded data fields. In that question, pipe in the embedded data field “Role” that way you can visually confirm that it appears in the survey before the branch logic is triggered. 

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jmborzick
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  • 249 replies
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  • March 3, 2025

@SCK02005  Most often this occurs because the embedded data field isn’t piping in from the contact. I don’t see an authenticator attached to the survey, so I assume you’re distributing the survey via email. Can you confirm that the emails you are sending the survey to have “Role” as an embedded data field in their contact? 

 

One good way to test that the field is coming in  is by adding a question before the branch but after  the embedded data fields. In that question, pipe in the embedded data field “Role” that way you can visually confirm that it appears in the survey before the branch logic is triggered. 


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  • March 4, 2025

@jmborzick Thanks so much for your quick feedback. This is a recurring survey and it is the first-time this survey landed on my desk. It is supposed to go out on Wednesday. I got a panic attack, but as I was heading home, I realized what you mentioned. I wasn’t using a sample from the contact list to send out the test surveys! I also did what you suggested by adding the embeded field before the branch. It worked! But, I tried to be a bit creative to keep the embeded field before the branch, in the intro section role=faculty member, role = staff member or role=student so that I can sneak this field in there. Unfortunately, it looks like the space in between broke the branch that use embeded data. I took a few iterations to figure this out. I think this is the case. I went back and put the role field without a space i.e., faculty, staff, student. And re-did the embed. It fixed it. Best regards. 


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  • March 4, 2025

May be because you are using the same “Role” embedded data twice. Use a different label. It might work


vgayraud
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  • March 4, 2025

Hi,

You can pipe in an ED value in the same ED later. It’s often used to increment counters. So that’s not your bug, even if in your case the 2nd ED block serves no purpose.

@jmborzick is right, check that you have a “Role” ED in your contact list.

Also confirm that the value for that ED is exactly “Student”, and not “student” or “Students”.


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  • March 4, 2025

Hi Everyone,

 

Thanks for all your comments. I really appreciate it. ​@jbk I saw somewhere that I need to move the ED to the top. I have been doing this and hadn’t hurt before. Maybe, I don’t need to do so 😄 ​@jmborzick & ​@vgayraud I was driving back last night and thinking about your comments, yes, I was using a different sample, da! not the one derived from the ED contact list. Once it is fixed, the ED loop worked. I also added the Role to the intro so that I know it is piping. However, I tried to be creative and used natural language to blend in the field into the intro, Role=student, faculty member, staff member, unfortunately, the branching broke. I assume it is because of the space in between. This is a FYI. Then, I reverted to the original, Student, Faculty, Staff it worked. Thanks for the help🙏

 


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