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Use Merge Fields to Personalize Surveys
Define and insert variables for merge fields in welcome messages, survey questions, and thank you messages. Inserted merge fields resolve to field values in Salesforce records, participant details, company information, and custom values.
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
| Available with the Feedback Management - Starter and Feedback Management - Growth licenses |
- Select the Access Level for Merge Fields
Select the access level for merge fields to ensure that survey participants view only the Salesforce data that you want them to see. When a participant opens a survey, it resolves the merge fields that the participant has access to. - Configure Variables for Merge Fields
Configure variables that define the information that you want merge fields to insert, including field values from records related to survey invitations, participant details, company information, and custom values. - Insert Merge Fields
After you configure the merge fields, insert them to personalize welcome messages, questions, and thank you messages for each participant. - Preview Surveys to View Merge Field Values
Preview surveys to see how inserted data looks for participants.
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