Personalizing the survey for each person based on project name | XM Community
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Personalizing the survey for each person based on project name

  • December 7, 2020
  • 1 reply
  • 220 views
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Hello everyone. I am going to launch a survey, the first question of which relates to the names of specific projects for the participants. I have an excel file with two columns, one the email and the other the name of the project, unique for each recipient. Is there some way Qualtrics can read the name of the project from the excel file and insert it automatically in the survey so that each person sees the unique name of his or her project? (The logic is similar to vlookup in excel). Thank you in advance.

    Abhishek_U

    1 reply

    A
    Level 7 ●●●●●●●
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    • ahmedA
    • Level 7 ●●●●●●●
    • December 7, 2020

    Upload these contacts to your Qualtrics Directory.
    In your survey flow, add a contacts authenticator which uses email. You can then set an embedded data to refer to the Project Name. When setting the embedded data, leave the value empty, you will see that it says will set from panel/URL.
    Make sure that the name of the embedded data field and the one in your contacts directory is exactly the same, otherwise it will fail.

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