Adding variable banners to email invitations and surveys

When you send email invitations, you can show a different banner per person in both surveys and email invitations. The banner will be based on a custom field value. Using that custom field's CSL variable, you can reference to the file saved in that field, and consequently that file will be shown to the contact.

Importing banners into the media library

Before you set the variable banner, you must first first import the banners into your media library and then put the file names of these banners in a separate column in your contact list, as follows:

  1. Import the different banners into the media library. Note the file names of these banners or keep the media library tab open while complete these steps. The file names can be found in the URL field, right after files/ and before the extension (usually .png or .jpg).

    File names.

  2. Put these file names in your Excel list in a separate column. Eventually, you will have a file that contains a banner name per person (= row) in the file.

    Banner names.

  3. Import the contacts into the survey. Select a custom field or the column containing the banner names (e.g., field 1).

Tip: Rename the custom field to something that's easily recognizable, like "banner", to set up the variable more easily.

Adding variable banners to email invitations

To add a variable banner to an email invitation, complete the following steps:

  1. In the media library, copy the URL of one of the banners you want to use.
  2. In the email invitation, open the source code. Locate the code for the current image (it starts with <img).

    Source code for image.

  3. Replace the part that's in brackets (right after src="…") with the banner URL you copied in step 1.
  4. Replace the file name (it comes after files/ and before the file extension .png or .jpg) with the variable of the chosen field. For example, if you selected field 1, the variable will be as follows:

    {{contact.customFields.1}}

    If you've renamed the field (e.g., to "banner"), then you would also use the following variable:

    {{contact.customFields.banner}}

    Variable code.

  5. Save the invitation.

For the invitation, open the preview invitation from within the contacts overview via Actions > Mail preview.

Adding variable banners to surveys

To add a variable banner to a survey, complete the following steps:

  1. In the media library, copy the URL of one of the banners you want to use.
  2. Select Settings > Appearance.

    Appearance.

  3. Select Logo / Banner.
  4. Select the URL radio button.

    Logo / Banner.

  5. Select the edit icon for the URL field and paste in the banner's URL. Replace the file name (the part after files/ and before the extension .png or .jpg) with the chosen field variable. For example:

    {{contact.customFields.1}}

    When you've renamed the field, you can also use that label. For example:

    {{contact.customFields.banner}}

    You can use the same variable for the Alternative text field.

    Select image from URL.

  6. Click Select image.

To see the variable banners in the survey, you can test the survey as a contact.