Introduction

This feature allows you to create personalized survey links using either customer profile information or additional metadata, which can be passed through query parameters or imported into Sprinklr.

This distribution allows you to generate traceable links for each customer interaction, giving you valuable context for their responses. You can use profile information and metadata stored in Sprinklr’s custom fields to tailor surveys to individual respondents, enhancing their overall experience while enabling effective data filtering, reporting and audience profile updates.

Steps to Access Personalised Links

1. Go to Customer Feedback Management > Create Program > Survey Details > Distribution.

2. Select Personalized Links from the dropdown menu.

3. Click + Create Distribution.

   Distribution can be created in three ways:

   1. Audience Profiles.

   2. Transaction Import.

   3. Dynamic Link.

      

Audience Profile

If you want to generate a traceable link for each contact, you can use this option. Firstly, make sure your profiles are pre-uploaded into Sprinklr, and you can choose either individual Profiles or a Profile Lists. For more advanced and targeted distribution, you can also select Profile Segments and Samples.

Once you've made your selections, the system will show you the total number of profiles, automatically ignoring any duplicate profiles by default.

Follow these steps to generate Personalized Links for Profiles:

1. Click Audience Profiles.

2. Go to Generate for Profiles Section.

3. Enter Name.

4. Enter Description.

5. Toggle Conversational Surveys(Optional).

   Once enabled all the links will provide a conversational survey experience.

6. Select Start Date.

7. Select Expiration Date.

8. Toggle Limit submissions per respondent.

9. Click Allowed Submissions(to add the number of submissions).

10. Toggle Reset Limit Every to reset the duration.

11. Go to Respondent section.

12. Select Profiles.

13. Select Profile Lists.

14. Select Profile Segments.

15. Select Profile Samples.

16. Select Custom Fields and values(each Custom Field creates a new column in the response tab).

17. Click Save.

    

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Dynamic Link

Dynamic Links allow you to pass information from your systems to Sprinklr by including values in a query string. This data can help you customize the survey and will also be available alongside responses for reporting, providing you with additional context.

You can create Transaction Fields across various supported types and pass their values via the dynamic URL to customize their surveys and store metadata. Transaction Fields can be create to generate a dynamic link that transmits information through query parameters.

Follow these steps to generate Dynamic Links:

1. Enter Name.

2. Enter Description.

3. Toggle Conversational Surveys(Optional).

   Once enabled all the links will provide a conversational survey experience.

4. Select Start Date.

5. Select Expiration Date.

6. Toggle Limit submissions per respondent.

7. Click Allowed Submissions to add the number of submissions.

8. Toggle Reset Limit Every to reset the duration.

9. Select Profile Type.

   Select the channel profile for generating Dynamic Link.

10. Select User ID.

11. Select Custom Fields and values(each Custom Field creates a new column in the response tab).

12. Click Create Link.

    

The following fields types are supported in Dynamic Links.

SINGLE LINE TEXT

Accepts a single line of alphanumeric text as input with no practical limit on length.

• Example: name=JohnDoe

• Use Case: Capturing short responses like names, IDs, or email addresses.

MULTI TEXT

Accepts multiple values separated by a commas as the delimiter. Each value is stored as an individual entry rather than as a single string.

• Example: items=burger,coffee,pizza

• Use Case: Capturing lists which will be saved as distinct values.

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NUMBER

Accepts numeric input, including integers and decimals (double-precision). No Practical limit on the length of input.

• Example: rating=4.5

• Use Case: Capturing quantitative data such as amounts, scores, or counts.

SINGLE SELECT

Allows users to select one option from a predefined list.

• Example: gender=male

• Use Case: Recording fixed categories such as gender, product type, or region.

MULTI SELECT

Accepts multiple values from a predefined list, separated by commas. Each value is considered separately for logic or reporting.

• Example: preferences=music,reading,sports

• Use Case: Capturing multiple applicable categories such as preferences, interests, or locations.

DATE

Accepts date-time input in various supported formats.

• Example: event_date=2024-11-27

• Supported Formats

  "yyyy-MM-dd'T'HH:mm:ss.SSSXXX"
  "yyyy-MM-dd'T'HH:mm:ss'Z'"
  "dd-MM-yyyy HH:mm" 
  "dd/MM/yy HH:mm" 
  "MM-dd-yy HH:mm" 
  "MM/dd/yy HH:mm"
  

• Use Case: Capturing timestamps, event dates, or scheduled times.

SAMPLE URL

A sample URL with all supported field types may look like this:

https://surveys-app.sprinklr.com/form?id=SPRC_VM& name=John%20Doe&rating=4.5&preferences=music,reading&event_date=2024-11-27

Manage Personalised Link Distribution

Once the distribution is saved let us understand how to manage distribution. You will have access to the key performance metrics for each Personalized Survey Link, helping you get a clear view of the status.

The list of metrics is enlisted below:

1. Name: Displays name of the survey.

2. Description: Displays description of the survey.

3. Personalized Survey Link Type: Contains the type of personalized survey link.

4. Status: Select Active or Pause Distribution.

5. Total Survey Invites Generated: Displays the number of survey invites generated.

6. Survey Open Count: Displays the number of times the survey link was open.

7. Open Rate: Displays the open rate of survey link.

8. Click Rate: Displays number of times the survey was clicked.

9. Response Count: Displays the count of responses on the survey link.

10. Created Time: Displays the time when the survey was created.

11. Created By: Displays the name of the person who has created it.

    

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