With Feedbackly you can add metadata to the feedback you collect. This will help you segment feedback, identify users with their id’s, add transaction details like sums; or whatever you can think of!

 

Metadata will show up as extra fields in the 'Feedback List' tab

 

How to add metadata to your surveys

 

Adding metadata to survey links

 

You can add metadata to survey links by adding key-value pairs to the end of the link.

Just add a “?_=” querystring parameter and add your key-value pairs by separating keys and values with a colon and different key-value pairs with a semicolon.

 

?=key:value;key2:value2;key3:value3

 

Examples:

Original link: http://fbly.io/l/NhsdE

 

Adding a customer_id to the link:

http://fbly.io/l/NhsdE?_=customer_id:1235

 

Adding a gender, product purchased and total sum to the link:

http://fbly.io/l/NhsdE?_=gender:male;product:iPhone;sum:700



Adding metadata to a website survey widget

 

There is a javascript API for adding metadata to the survey.

 

The API works as such:

 

plugin_XYZ123.addMeta(key, value)

 

(plugin_XYZ123 is the name of the variable where the plugin instance is assigned. Check yours from the channel management. It’s usually something similar to plugin_XYZ123)

 

Example:

- Add customer id to the plugin:

 plugin_XYZ123.addMeta(“customer_id”, “12345”)

 

- Add gender, product purchased and total sum to the link:

plugin_XYZ123.addMeta(“gender”, “male”);

plugin_XYZ123.addMeta(“product”, “iPhone”);

plugin_XYZ123.addMeta(“sum”, “700”);

 

Removing or clearing metadata from a website survey widget

 

Removing individual metadata while preserving others:

plugin_XYZ123.removeMeta(key)

 

Clearing all metadata:

plugin_XYZ123.clearMeta();

 

Adding, removing and clearing metadata will affect the feedback given from that point onward. If a page is reloaded, the metadata will have to be set again.



Adding metadata via contact information for SMS and Email lists

 

Metadata can also be added beforehand when uploading contact information to SMS and Email lists. (Only CSV upload is supported currently)

In addition to required fields simply add fields with the prefix meta_ to include them in the contact information. All respondents will receive unique links and their feedback are automatically complemented with whatever data was uploaded in the csv.

 

Example:

 

Including customer id and gender to surveys a contact responds to

CSV example:

 

fname,lname,email,meta_customer_id,meta_gender

John,Doe,john.doe@doe.com,12345,male

Mary,Doe,mary.doe@doe.com,8342,female

 

All metadata in this approach will be preserved safe inside Feedbackly’s database and they will not be exposed to anyone except those Feedbackly dashboard users that have access to the feedback channels that include this information and the results.