Am I Understanding the Meta Data Tags Correctly? | Community
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Am I Understanding the Meta Data Tags Correctly?

N

Hi,

I am new to the “survey scene” and trying to understand how to use this best for our use case as a business. We need to send a survey out to customers and somehow be able to tell who we went the survey to.

 

I imagine that the Meta Data Tags for the URL are the way to do this but I’d like to be sure before committing to a plan. I picture this:

 

URL for the survey is created. I have to manually (or through a process provided through Typeform) enter an ID for example, so when the survey is returned, I can link that ID back to a list of customers. Something like ID=1 is customer 1, ID=2 is customer 2 etc.

 

Can someone confirm I am understanding this correctly and if not, is there a feature that allows me to do this?

 

Nathan

Best answer by Liz

Hi @NathanTyrenet Welcome to the survey scene! :grinning:

https://media.giphy.com/media/l0MYGb1LuZ3n7dRnO/giphy.gif

Do you already have the IDs created for the customers? Or do you need the IDs created in Typeform? If it’s the latter, we don’t have this possible in the forms, but there is a Response ID associated with each respondent. 

If you already have the IDs available, you could pass that in from your CRM system to the form, similar to this method here. 

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2 replies

Liz
Community Team
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  • Liz
  • Tech Community Advocate
  • 14923 replies
  • Answer
  • March 16, 2022

Hi @NathanTyrenet Welcome to the survey scene! :grinning:

https://media.giphy.com/media/l0MYGb1LuZ3n7dRnO/giphy.gif

Do you already have the IDs created for the customers? Or do you need the IDs created in Typeform? If it’s the latter, we don’t have this possible in the forms, but there is a Response ID associated with each respondent. 

If you already have the IDs available, you could pass that in from your CRM system to the form, similar to this method here. 

Life is a series of awkward moments separated by snacks.
john.desborough
Grace
Gabi Amaral
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  • john.desborough
    john.desborough
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Gabi Amaral
Ex–Typefomer
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  • Gabi Amaral
  • Ex–Typefomer
  • 1777 replies
  • March 24, 2022

Hi @NathanTyrenet! Hope you're having a nice day! 

I was wondering if you were able to check my friend Liz' reply above? Were you able to understand a bit better how customized IDs work at Typeform? Also, how to connect this to your CRM system? 

Let us know if you still have any doutbs! 🤗

Everyone you meet is fighting a battle you know nothing about. Be kind. Always. =)

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