Do you want to be able to filter your responses in the dashboard? You can do that by adding custom fields to the invitation file with your recipients list.
Make sure you create an Excel file with the first three columns containing Firstname, Lastname and Email. These are necessary for the tool to recognize the contact. Even when you don't know or use a first- or last name, it's still important to create these columns. You can leave them empty, as long as you add them.
Enrich your file by adding the preferred custom fields in columns D and further. The first row (D1, E1, etc.) always contains the column title (i.e. the property).
For example, add 'RecruiterName' to the file and add the right name to each contact to the file. Often, this type of information can be exported from your ATS system. Make sure you're consistent in how the name of the Recruiters is written.
Note: The system is sensitive to capital letters and won't recognize the same recruiters when spelled differently.
Save the file as a CSV file (see picture below). The uploaded file can directly be used in Starred to send your invitations to your recipients.
Unsure how to create a CSV file with custom fields? We recommend watching this video where we show an example.
When your invitation file with custom fields is complete, you can invite your contacts. We have a full article on this, which you can check out here.
After sending out the invitations and receiving responses you can start filtering the feedback.
Tips & Tricks
- Custom fields are sensitive to capital letters, and won't be linked when used inconsistently/spelled differently.
- Specify custom field names without spaces (e.g JobName)
Updated 10 days ago
Want to learn how to use these custom fields in your invitations and/or surveys?