If you are using Wootric's HTML email templates for your email surveys and want to customize them to pass custom properties so you can use Wootric's dashboard segmentation, here's how. (Why segment your feedback?)
If you need a Wootric email template, you can download one in the "Download Email Templates" section of Settings if feature is part of your plan or please contact us!
Some things to note:
1. Each survey score has a unique link (add properties to each!)
The Wootric NPS survey template has 11 different score links (for each score of 0-10) that would need to have the properties added to them. Similarly CES has 8 score links and CSAT has 5. So, make sure to find and modify all of them!
Each score link will start like this:
href="https://app.wootric.com/email_survey/NPS-XXXXXXX/{{ email }}/10?survey_template_id=XXXXX&survey_settings[language]=en
You will add your custom properties to the end of each link.
2. Your template customization will look different depending on the email service you are using.
Adding custom properties to the end of the link in Mailchimp will be different than doing so in Intercom, Marketo, Pardot or Hubspot, etc. because each service uses a unique templating language.
Adding a property follows the format of end_user[properties][your property name]={{property variable}}, where you will replace "your property name" with the name of the property/attribute to visualize in your dashboard and "{{property variable}}" with the actual variable name of that property in your email system. Each email system will capture these names differently, usually called merge tags or variable tags in documentation.
As an example, here is a property called Country Code added to an Intercom email template:
href="https://app.wootric.com/email_survey/NPS-XXXXXXX/{{ email }}/10?survey_template_id=XXXXX&survey_settings[language]=en&end_user[properties][Country Code]={{ company.country_code }}"
If you have more than one custom property, you can add more using the "&" to connect them. Here is an example with two properties, one called Country Code and one called Role:
href="https://app.wootric.com/email_survey/NPS-XXXXXXX/{{ email }}/10?survey_template_id=XXXXX&survey_settings[language]=en&end_user[properties][Country Code]={{ company.country_code }}&end_user[properties][Role]={{ company.user }}"
How will this look inside your dashboard?
Reference Articles from our Email Partners
Here are some articles on customizing templates published by the various email services that you might be using for your reference.
Optional (advanced): adding 'external_id' variable to your email template
If it's necessary for you to track external_id in your email template for use with specific integrations, use the format external_id={{external ID variable}} and include it into the URL string
href="https://app.wootric.com/email_survey/NPS-XXXXXXX/{{ email }}/3?survey_template_id=XXXXX&survey_settings[language]=en&external_id={{external ID variable}}&end_user[properties][role]={{ custom_data.role }}&end_user[properties][month]={{ custom_data.month}}&end_user[properties][favorite_candy]={{ custom_data.favorite_candy}}"