Find the Wootric email template for Intercom in the "Download Email Templates" section of Settings or please contact us!
i. Download the email template and open it using an HTML editor. My favorite free HTML editor is Sublime Text. You can use it or any other HTML editor to view and manipulate the code.
ii. Locate the links for each score
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. (Note: CES has 7 score links and CSAT has 5.) So, make sure to find and modify all of them!
Each score link in the Intercom template will start like this, and contain a score. Here is an example for a score of 3:
href="https://app.wootric.com/email_survey/NPS-XXXXXXX/{{ email }}/3?survey_template_id=XXXXX&survey_settings[language]=en
iv. Add your custom properties to end of those links
To start adding properties to these links, you need to add the following:
Start the phrase with:
&end_user[properties]Add the name of the property in brackets followed by an equals sign:
[role]=(for example)Add the name of the corresponding Intercom user or company variable within double brackets after an equal sign:
{{ role_attribute_name }}
Have more than one property? For every additional property you want to pass us:
Start the phrase with:
&end_user[properties]Add the name of the property followed by an equals sign:
[month]=(for example)Add the name of the corresponding Intercom user or company variable within double brackets:
{{ month_attribute_name }}:
if company use {{ company.your_custom_company_attribute }}
if user use {{ custom_data.your_custom_data_attribute }}
4. Rinse, lather, repeat.
Like this:
href="https://app.wootric.com/email_survey/NPS-XXXXXXX/{{ email }}/3/?survey_template_id=XXXXX&survey_settings[language]=en&end_user[properties][role]={{ custom_data.role }}&end_user[properties][month]={{ custom_data.month}}&end_user[properties][favorite_candy]={{ custom_data.favorite_candy}}"
How will this look inside your dashboard? Check out this article on Segmentation and Filtering.
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}}"