URL Parameters to track campaign progress
This feature is only included in the Enterprise plan with option Campaigns.
A URL parameter is the final part of the URL which you can customize and use to identify someone. For example, to identify someone by their email address, the URL could look like this: surveyanyplace.com/p/csc/?rid=EM_jdoe@gmail.com
Sounds interesting, but why is this useful?!
- You will be able to see which of your contacts have completed the campaign or how far along they are
- You will be able to filter contacts in the Responses view once they've completed the campaign
Great, now you know why URL parameters are useful, let's get down to business and see how they can be created.
1 Send a personalized link
Once you've created your campaign (see the guide here), head over to the My Contacts tab and upload the contacts to whom you want to send the campaign. You can either upload a list of contacts by clicking upload contacts, or enter contacts individually (click the circled icon on the right).
Read the detailed guide here for all you need to know about My Contacts.
Now that your contacts are uploaded, the easiest and quickest way to send out personalized URL links to contacts is by sending email invitations. In the Share tab, scroll down to share your campaign via email and click send email invitations. Name your email invitation and add your name and email address. Choose the contact list you want to send the email invitation too, and now you'll be ready to write the email body.
Write the text of the message and when you're ready, click variables and you'll find a list of different types of variables that you can add to the invitation. We recommend adding a clickable link with email, or for added security, choose a clickable link with unique ID. For whichever link you choose, the system will automatically create and send out unique campaign links to each contact and they will receive an email with your message and a link which they click on to start the campaign. This link is unique for them and the system will then be able to identify them, so you will see in the Responses view the list of completed campaigns, including their name and email address so you can also filter the list.
Read the full help guide here for other details about campaign email invitations.
But what if you forgot a few contacts and you also want to send them personalized links? Or maybe you want to send someone a link by SMS? Have no fear, you can easily make your own link with a URL parameter. Let's see now how to do that.
At the top of the Campaigns Share tab you will find the campaign links. Click copy to make a copy of the short link. You could also use the longer link but why not take the shorter one?!
Now that you have the link, you can use use different fields from the contact information to add to the end of the link. It will be easier to follow with an example, so take a look at the first contact in our list:
If we want to email Steven a personalized link, here's what we'll do. Take the campaign link that you have copied, and add /?rid= to the end of the link. Then choose either of the following endings:
- Using the email address, add EM_ and then the email address, so the full link will be: https://su.vc/p/qaayyzp/?rid=EM_s123@gmail.com
- Using the unique identifier, add UID_ and then the unique identifier, so the full link will be: https://su.vc/p/qaayyzp/?rid=UID_1LjMVJRfc
Tip: For maximal safety, the use of the unique identifier is recommended because its value cannot be 'guessed'. This is the unique number that the system automatically assigns to each contact.
Make sure to send the right link to the right respondent and you're set to go!
2 Follow respondents' progress
The campaign menu and the underlying questionnaires look exactly the same whether they are launched with a respondent identifier or without (anonymous mode):
When a respondent has completed a questionnaire, this becomes visible in the campaign menu:
To see all respondents for a campaign, scroll down to All Campaigns at the bottom of the Home screen, and click the icon to view respondents for the campaign.
This displays the respondents along with the total score (if a score was added to the survey/quiz) and the progress. The progress is the number of surveys/quizzes already taken by the respondent vs. the total number of surveys/quizzes in the campaign.
Click Filter to view only certain respondents' results.