Personalizing your invitation by using custom fields

How to customize your invitation text?

If you added extra information to your contacts (JobTitle, Recruiter, CompanyName, etc.), you can use these custom fields to make your invitation even more personal. Depending on whether surveys are sent manually (1) or via workflows (2), personalization works as follows:

1. When manually inviting contacts

Go to Distribute > Invite respondents > select a survey. Click on 'Upload contacts' next and choose Upload CSV. Upload the right contact file with the right properties and click on Compose message in the lower right corner. You will be redirected to the next step where you can construct the invitation e-mail.

In this step, you're able to adjust and set all settings and write your invitation text. To make sure your respondents know that this e-mail is reliable and know what this survey is about, it's important that your invitation is as direct and personal as possible. For example by adding certain properties to the text.

Are you, for example, sending your survey because you worked together with a respondent on a project? You are able to add this specific project name in the respondent file and upload it into the text. By adding the text "@columntitle", the custom field will automatically link to the right column title from your file and the tool will recognize and add the right property per respondent.

Adding custom fields
You can manually add the custom fields in your invitation text by typing "@columntitle". This can, for example, be a custom field like @JobName or @Location.

Note: When you manually add the custom field, it's important to use the exact column title you also used in the contact list. The custom fields are sensitive to capital letters, and won't be linked when used inconsistently!
Note: Don’t forget to hit the floppy disk icon when you’ve made changes to your invitation template

2. When using workflows in Starred Connect

Go to Distribute > Invite respondents > select a survey. Click on 'Upload contacts' and select Compose message in the lower left corner. You will be redirected to the next step where you can construct the invitation e-mail.

When you want to personalize your invitation text by adding custom fields such as JobTitle or Location you can do this by adding the custom fields in your invitation text by typing @customfield (see the example below).

Adding custom fields
It's important to use the exacts same notation of custom fields as used in the workflow builder. The custom fields are sensitive to capital letters, and won't be linked when used inconsistently!
You can find the notation of custom fields in the Action (Send or Schedule invitation) step in the workflow(s). At Custom fields you'll see the specified names in the left column, these notations you can use in the invitation text.

Note: Don’t forget to hit the floppy disk icon when you’ve made changes to your invitation template

Updated 4 months ago

Personalizing your invitation by using custom fields


How to customize your invitation text?

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