Checkbox 6 Text Merge Guide

This guide demonstrates a few different ways in which you can use the Text Merge feature to personalize survey and email invitation content.

CONTENTS

  • Text Merge Sources
  • How to Merge a Survey Item Answer into Message Item Text
  • How to Merge a Response Property as Default Text
  • How to Merge a User Attribute into an Email Invitation

Text Merge Sources

You can merge text into questions and email invitations from various sources, including:

  • Questions: Respondents' answers to previous survey items
  • Profile: Profile property attributes such as First Name, Last Name, and Email Address.
  • Response: Information related to the individual survey response, such as IP address, Current Date, Language, etc.
  • Response Template: Survey GUID

How to Merge a Survey Item Answer into Message Item text

In this example we will merge a respondent's answer to the question "What is your name?" into the text of a message item on the next page.

The next page contains a Message Item. The text in this item reads: "Welcome to our survey XXXXX." We will apply a merging code here to replace the exes. In a live survey, the merging code will automatically populate with the answer to "What is your name?" entered on the previous page.

NOTE: The source for merged text must be located on a previous page.

Follow the steps below to complete this text merge:

1. Select Survey Item. Open the Edit tab if you are in a Message Item. Open the Question Text or tab if you are in a Question Item.
2. Select in the text box where you wish to merge in text.
3. From the Merge Drop-Down, select a source. In this example, our source is the answer to a previous question: "What is your name?".
4. Click the Merge button to insert the Source Value Code.

NOTE: Follow the steps above to merge Survey Item Answers into most Checkbox survey items.

As soon as the Merge button is selected, a Source Value Code is inserted into the item text.

The Source Value Code is a place-holder for the source value you selected from the merge drop-down menu. Only the survey creator/editor will see this code. This code should automatically fill in with whatever that source value is (the answer to "What is your name?", in this example) when the survey is being respondent to.

Save your survey item.

Always test your merging logic before making a survey live to respondents.

In this example, "Jessica" was entered as the answer to the question "What is your name?".

On the next page in the survey, the respondent's answer to "What is your name?" is merged into the message text in place of the source value code that was inserted in the Survey Editor. The source value code has automatically filled in with "Jessica".

How to Merge a Response Property as Default Text

Open Ended Single-Line and Multi-Line Text Items allow you to insert default text into the answer field, which is pre-populated when a respondent opens the survey. The default text can then be left alone, deleted, or modified by the respondent.

Merging can be used to insert a source value as the default text of an Open Ended Text Item. In this example, we will use a Response Property as the source value. Response properties are details about a survey response, such as a respondent's IP address, response language, when the survey was started, etc.

In the example above we created an Open-Ended Single-Line Text item asking the respondent to enter "Today's Date". We then used the following steps to pre-populate the answer field using the "Current Date" Response Property source available in the merging drop-down:

  1. Open the Behavior tab.
  2. From the the merge drop-down select one of the "Current Date" options.
  3. Click the Merge button to insert the Source Value Code (@@CurrentDate...).

Save your changes.

Saving your changes will return you to the Preview tab in the Survey Editor. You should see the source value code appear in the text field as default text.

Always test your merging logic before making a survey live to respondents.

When a respondent lands on the page with your merging logic, they should see the current date in the format you specified in place of the source value code that was inserted in the Survey Editor. The source value code has automatically filled in with the current date.

How to merge a User Attribute into an Email Invitation

User attributes (user profile properties) of known Checkbox users can be merged into the subject line or message body of email invitations.

From the Invitation Wizard, select in the message body text box where you wish to merge text. Next, use the merge drop-down under either the subject line or message field to select a User Attribute. Finally, click the Merge button to insert the Source Value Code.

In the above example, we wish to merge in a Checkbox registered user's first name into the salutation.

NOTE: User attributes can only be used as the source for merging when a recipient has a user profile within your account's User Manager. If you are sending an email invitation to an email list (no user attributes captured), there is no user data to merge into your invitation.

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