Problem with sharing the survey

Hey ​@U Group 

Thanks a lot for the detailed explanation of what you’re trying to do, Julia — that’s really helpful context. Let me walk through what is possible and how to set it up:

1. Can Typeform identify which customer said what?

Yes. You can absolutely link each response to a specific customer (name, email, customer ID, etc.) by using URL parameters (previously called Hidden Fields). These are available on all plans, including Free, and will show up in the Responses section next to each submission.

Typical setup:

• Decide which identifiers you want to track, e.g. name, email, customer_id.

• In your form’s Workflow → Pull data in (URL parameters), add those parameters (e.g. name, email).

• Your share link will then look something like:

  https://yourcompany.typeform.com/to/ABC123#name=xxxx&email=xxxx&customer_id=xxxx

• For each customer, you replace the xxxx values with their real data (URL‑encoded). When they submit, those values are stored with the response and appear in your Results → Responses tab.

This works regardless of how you send the link (email campaign, CRM, or even manually), as long as the parameters are in the URL.

2. Can I upload an Excel list and send the survey in bulk from inside Typeform?
 

Today, Typeform doesn’t work like a full email marketing tool for initial survey invitations:

• There isn’t a “upload Excel → send bulk invites” feature in the form builder itself.

• The Messages feature in the Workflow panel is for notifications and follow‑up messages after someone has responded, not for sending the very first invite to a cold list.

So even on higher plans, you’ll typically handle the sending part via an email/CRM tool rather than sending the initial survey in bulk directly from Typeform.

The good news: the tracking of who responded (via URL parameters) is not plan‑restricted — you can do that on any plan.

3. Recommended / standard way to achieve what you want
 

The standard pattern for what you described is:
 

Option A – Use an email/CRM tool (recommended for real “bulk” sending)

1. Import your Excel file (with name, email, etc.) into an email platform like Mailchimp, HubSpot, ActiveCampaign, your CRM, or similar.

2. In Typeform, set up URL parameters for the identifiers you care about (e.g. name, email, customer_id).

3. Copy your form’s base share link (after adding URL parameters in the Workflow panel), e.g.:

   https://yourcompany.typeform.com/to/ABC123#name=xxxx&email=xxxx&customer_id=xxxx

4. In your email tool, use its merge tags to replace xxxx with the data from your contact list. For example (syntax varies by tool):

   https://yourcompany.typeform.com/to/ABC123#name=*|FNAME|*&email=*|EMAIL|*&customer_id=*|CID|*

5. Send your email campaign. Each recipient gets a unique link with their own name/email/ID embedded.

6. In Typeform, go to Results → Responses and you’ll see those URL parameter values attached to each submission, so you can clearly see “who said what.”

If you use a tool like Mailchimp or HubSpot, you can even embed the first question directly in the email and still pass URL parameters through to Typeform so results stay linked to each contact.
 

Option B – Excel + mail merge (if you don’t use an email platform)

If you don’t have a dedicated email tool, you can still:

1. Add columns in Excel for form_link, where you build a personalized link per row, e.g.:

   https://yourcompany.typeform.com/to/ABC123#name=John%20Smith&email=john.smith%40example.com

2. Use mail merge in Outlook/Gmail (via an add‑on), pulling in that personalized form_link for each recipient.

3. Again, once they respond, you’ll see name / email / any other parameters in the Responses tab.

I hope this is helpful, let us know if you’re able to achieve what you’re trying to do with this!

Cheers

James

Hi ​@U Group happy Friday!

Just checking to see if James’ suggestions helped? Let us know how you are getting on with sharing your form 😊