Survey External Fields

Survey External Fields allow you to read data from an another data source and apply it in your questionnaire. The External fields feature allows you to pull in data from other data sources, such as a spreadsheet, and pull it back into our software.


   Essential         
   Professional         
   Enterprise         
   ReportR     

You can use this feature to calculate a score and match it outside the software to, later on, use the value in your Outcomes, Final Screen or Questions.


This guide will teach you:

  1. Set up External Fields
  2. External Fields in Survey
  3. Activate API key

1. Set up External Fields

First, you need to set up your External Fields. Click on the 3 dots at the top right-hand corner of the screen and select External Fields.

Survey External Fields-external fields tab

Now, you can Add Field or Import it.

Survey External Fields-add field or import field

Read our Example of creating Google Spreadsheet to see a more detailed step-by-step guide.

2. External Fields in Survey

Go back to your questionnaire and click on the Extra options tab.

Survey External Fields-extra options tab

Scroll down to the Integrations and click External Fields.

Survey External Fields-external fields in survey

Once you toggle the button, you can add your fields. Click Add field and choose the field you want to use.

Survey External Fields- select field

Now you can copy-paste your External Field variable and use it in your Outcomes, Final page or Questions.

3. Activate API Key

One more thing you'll need to do for the feature to work is to use an API key. Check if you have one by going to My Account.
Survey External Fields-view question results - my account

Scroll down to Technical info. If you see an API key already there, that's great! If not, click generate an API key - and that's all! Just hitting generate is enough and the feature is ready!

Survey External Fields-API key - view question results

What's next?

  • Google Tag Manager is a tag system that can be used for tracking and analytics on websites. It can be used to track respondents' behavior in your questionnaire or to find out how effective an advert promoting your questionnaire has been.
  • Zapier is a tool that enables the transfer of data from one web app to another one. By using Zapier, you can send the data collected within your questionnaire to create contacts in Pointerpor or send data to apps such as Mailchimp, Salesforce, Trello, and many more. For example, to transfer email addresses collected in a questionnaire to a Mailchimp email list.
  • Integromat allows you to automate many processes and simplifies the transfer of information between apps, saving you bags of time! Integromat offers similar features to Zapier but is more powerful as you can set a single event to trigger a number of different actions to be taken simultaneously.
S
Support is the author of this solution article.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.