Import metadata with contacts

When you import contacts, either by uploading a file or through the API, you can add metadata such as gender, date of birth, country, state, and 20 custom text fields where you can add any type of information that you need for your research. All of the fields that you import will be available to use in display and routing logic, reports, filters and raw data. You can also turn the contact fields into structured data, by feeding them into hidden questions. The hidden questions also need to be used when your survey is set to be de-identified and you still a need a field the reports, like department.

You can rename custom fields to make them easily recognizable and give them easy to use variable names.

Prefill hidden questions

When you are not making use of the contacts functionality but still want to include known metadata in the results, you can prefill hidden questions with this information by adding querystring parameters to the URL or by using the prefilling settings.

The answers in these hidden questions can then be used in display logic, shown using variables, and used in reporting.

You can prefill open text boxes, or closed questions, such as radio buttons questions or checkbox questions. The open text box questions will result in a word cloud and the closed questions will result in bar, column, or pie charts. The correct question type will depend on your specific analysis needs.

Ask the question

Probably the simplest way, but often forgotten: just ask your respondents.

This option is an ideal option when you don't have any metadata readily available, yet you still require it for your research. That way, this information will become available in your results as well.