Do you want to be able to filter your responses in the dashboard? That's possible if you add custom fields to your recipients. Depending on whether surveys are sent manually (1) or via workflows (2), assigning custom fields to your recipients works as follows:
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 the columns D and further. The first row (D1, E1, etc.) always contains the column title, 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 name is written.
Note: The system is sensitive to capital letters and won't recognize the same recruiters when written differently.
Save the file as an CSV-file (see picture below) . The uploaded file can directly be used in the tool to send your invitations to your recipients. Unsure how to create a CSV file? Click here for some instructions.
When your survey is ready to use and your contact file with custom field is complete, you can invite your contacts in three simple steps. Go to Distribute > Invite respondents > Select Survey > Upload contacts. You can immediately upload your complete CSV-file here:
You can upload the csv file here, or use the Copy/paste from CSV functionality. After sending out the invitations and receiving responses you can start filtering the feedback.
For more information about uploading your recipients, click here.
Go to Automate > Connect > Select your connected ATS.
In the Action step (Send or Schedule invitation) in your workflow you can add Custom Fields to filter the responses in your dashboard. On the right side column, you can select a field from your ATS and on the left you can specify the name of this custom field. The specified name will be used in the Starred platform.
Note: See the ATS specific documentation for extra information.
Updated 4 months ago