Can I pass taker information into a survey on the fly?

Data overlays are a way of segmenting your audience without requiring you to ask additional or sometimes intrusive questions. You can attach details that are already known about a survey taker (such as information about a returning customer) to the survey given to that individual. These details can be used during survey analysis to allow insights such as priority comparisons between customers based on how much the individuals purchased.

To use data overlays, the first thing you’ll need is the link to your survey. This can be found from the account dashboard. Under the section MY RUNNING SURVEYS, find the survey which you would like to use segmenting. Click the Share button to obtain your survey’s public link. It will look something like this

One you have your survey link, adding segment overlays is done by appending variables that you would like to track to the survey link that the survey taker will then use. For example,

In the above, the variables to be tracked for this survey taker are price and numOrders. The ranges are up to you. For example, priceRangeB could be ($100 to $150), and ordersCountA could be (0 to 5). You need to make sure the ranges you use strike a balance between having enough granularity and creating too much overhead during analysis. We recommend creating five to ten ranges for any variable.

It’s suggested that you obfuscate the variable names and ranges so that your customers opinions are not influenced.

Obfuscating means to change the names of the variable to a value you will understand but that will be meaningless to a survey taker. The following rules apply when creating variable names for survey overlays:

The first variable is added to the URL in this format: ?name=value. For example:

You can add as many variables to the URL as you wish. Add additional variables by joining them with an ampersand (&). You should have something like this:

The variable names and range names can only use alphanumeric characters (A-Z, a-z and 0-9). Our overlay queries are not case sensitive, though. RangeA is treated the same as rangea by our system.

After obfuscation, the above example could look like the following:

The order of the pairs is not significant.

If a customer doesn’t have a variable, leave the variable out of the link. For example, if it’s a customer that does not have a value for price, leave price out of the link for that customer’s URL. Do not leave a blank value, like this: price=&numOrders=bb.