Fieldpicker can be used in multiple areas in the portal. It can be used in the Scheduler, Data garden and also in the Questionnaire.
This article will exclusively explain about the fieldpicker (FP) in an email as well as provide you with an idea of what it can be used for.
Personalization in an email invitation is a great way to appeal to your respondents and make them more likely to fill out the entire survey. When you want to personalize an email by addressing your customer by their First name for instance or send a trigger email to a specific employee in your company that is managing your customer data. You can also use FP's in your questionnaire and in dynamic rules.
Table of contents:
What is a Fieldpicker?
The fieldpicker is an awesome tool that allows you to use data from the database itself. The fieldpicker creates a placeholder with which you can create a link to a defined value within your database. Specific data, like for instance their first and last name can be added dynamically with Fieldpickers to your invites. You can also change the text of your invite based on, for example, the process the respondent belongs to.
When to use a fieldpicker in an email invitation
Think about a scheduled invitation by e-mail, addressing each respondent by the correct first name and last name in the email invitation the respondent receives, or letting them know what store they visited recently in order to collect feedback about their experience.
In short, using fieldpickers is an awesome way to personalize your invites which increases the response rate of your questionnaire.
How to use a fieldpicker in an email invitation
Fieldpicker can be used within your email invitations which can be of great value is when used inside your scheduler. For instance to send out a personal email that personally addresses a respondent or recall a specific store they have visited.
The Fieldpicker is only relevant for schedulers that concern personal invitations. The placeholders can be used in the invitation e-mails, so the relevant tabs to check out the Fieldpicker within the scheduler would be Mail and Reminder tabs.
When you open up the mail tab of the personal invitation scheduler, a template email setup will be visible, including a "Sender name" area, a "Reply email" address area, a a "To" address area, a "subject" area and an email "body" area.
The Fieldpicker can be used within the "sender name" area, "To" area, the "subject" area and the email "body" part. Hoovering over these fields will trigger a framed "FP" button (for Fieldpicker). Put your cursor in the field where you would like to put the placeholder and click the FP button.
A selection screen will appear, showing all of the relevant data columns for that particular project. Selecting any of them will pick the source from which the Fieldpicker should pick its information on the variables you want to enter in your emails.
- Using the Fieldpicker for the "Sender name" area allows you to add the name of a sender using the Fieldpicker as well.
- "Reply email" area can be info email which can be typed in.
- Using the ieldPicker for the "to" area allows you to send out e-mails to the addresses in the designated column, which will save you a lot of time and some seriously sore fingers from typing.
- If you would like to refer to a certain event, product or ID you would like to notify your respondent about in the subject of the email, simply use the fieldpicker and likewise select the column in which the specific data is mentioned you would like to address.
- The same goes for the body of the text, but a special mentioning needs to be made in case of addressing your respondents. Since these invites are personal, we have already reserved an area for the name of the respondent you wish to invite in our template invitation.
- This has been indicated by [fp value] and needs to be replaced by the actual fieldpicker value. Again, click on the FP button, choose the column (or columns) that indicate the gender (Mr./Mrs), the First name and/or the Last name and Mr. John Smith will receive his own personal invitation, just like Mrs. Caroline Johnson.
The Fieldpickers are only relevant for schedulers that concern Personal invitation.