How to Add Survey Meta Data

How to Add Survey Meta Data

Survey Meta Data allows you to track additional information that goes beyond the standard Testimonial Tree survey setup. This is most commonly used to personalize survey questions or to provide more detailed reporting.

For example, by adding a {meta_label} to a survey question, you can dynamically insert values passed into the survey request.

Example:

If your survey question is written as:

How would you rate your {color} {item_name}?

And the meta values are set as:

  • color = black

  • item_name = couch

The client would see:
 “How would you rate your black couch?”

In addition, Meta Data can be used to filter reviews for widgets, giving you more control over how testimonials are displayed.


Steps to Add Survey Meta Data

Step 1:
 From the Dashboard, click on Surveys in the navigation bar, then select Manage Surveys.




Step 2:
 Find the survey you want to edit and click the Edit icon.



Step 3:
 Click the [+] New DataField button.



Step 4:
 Enter the following details:

  • Report Label – The name used in reporting to identify the Meta Data field.

  • Replace String – The placeholder text that can be inserted into survey questions using curly brackets { }.

Example: If your replace string is item_name, you can use {item_name} in a survey question.



Step 5:
 Click Add Field and Update below to apply the new Meta Data field.


Notes

  • Be sure to use clear and consistent labels so your Meta Data is easy to manage.

  • Meta Data fields can be updated or removed later if needed.

  • These fields enhance both the survey experience for customers and your internal reporting capabilities.

Disclaimer: The procedures and screenshots provided are for reference only. Actual steps and visuals may differ slightly based on software updates, device configurations, or user settings


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