Insert Merge Fields

1. Open the survey.
2. Place the cursor where you want to insert a merge field and click Insert Content.
   

   Note You can insert merge fields in welcome messages, survey questions, and thank you messages.
3. Select the type of variable that you want to insert, and click Next.
   

   Note You can insert merge fields only using the variable types configured for this survey. Merge fields inserted on the thank you page can't be translated.
4. Select the merge field that you want to insert for each variable type.
   • Associated record: The value of the field in the record related to the invitation that the participant used to open the survey. If multiple records are associated with a survey invitation, the merge fields insert values from the most recently updated record.
   • Participant record: The value of the field in the participant's record.
     

     Note

     • Participant record merge fields don't insert values from a participant's Experience Cloud site user record.
     • Participant record merge fields always insert values in authenticated surveys that are distributed to participants in your company.
     • Participant record merge fields insert values in authenticated or unauthenticated surveys that are distributed to participants outside your company only when you select Unique link for the survey invitation settings.
   • Org variable: The value of the company information.
   • Custom variable: The custom value.
   

   Warning If a user edits a merge field and removes a word or character, the merge field breaks and doesn't insert information in the survey.
5. Click Insert.

To insert merge fields in welcome message descriptions, question descriptions, answer choices, or thank you message descriptions, enter the merge fields manually. You can also insert merge fields in welcome messages, questions, or thank you messages, and then copy them.

Note Merge fields that are inserted in the scale labels of a rating question don't insert information in the invitation email.