FirstName or RecipientFirstName in piped text and default choices? | XM Community
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FirstName or RecipientFirstName in piped text and default choices?

  • July 14, 2020
  • 1 reply
  • 961 views

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I'm trying to make my first survey and would like to use embedded data in a couple of ways.
First, I would like to use piped text to address someone by their first name in a Descriptive Text field.
Second, I would like to use first name, last name, and phone number as default choices in a Form field.
I am using a contact list that contains phone number as a custom embedded data field, and of course first and last name are required in the list.
I have all of these fields set up in a "Set Embedded Data" element at the beginning of the survey flow.
I have tried using both FirstName and RecipientFirstName as follows:
${e://Field/RecipientFirstName}
${e://Field/FirstName}
However, when I attempt to test the survey by viewing the link of someone in the contact list, I don't see the name. But the phone number does show.
What am I missing?

1 reply

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  • Author
  • 2 replies
  • July 14, 2020

I think I figured out my problems.
1) I need to use RecipientFirstName.
2) I need to regenerate test links while I'm testing, or else my changes don't show. I thought I could just refresh the survey page and see my changes reflected, but that's not the case.