Survey link screen

Live links are shareable, reusable URLs that generate a record in the Survey engine. A Live link is mapped to a specific version of the survey, which is not necessarily the Default version. A single survey can have multiple live links, each pointing at a different version or using different designs to change how the survey looks.

After creating a survey and a version, you can then create an Anonymous survey by generating a Live link. To view all the links that have been created for a survey and the version that each points at, click Manage next to the number of links on the survey details pane.

Details pane

Click a live link to reveal its details pane, which shows:

Details pane menu

Click the details pane menu to:

Create and manage Live links

Complete these steps to create a live link:

Alternatively, you can create a live link from a survey version. For more information, see Create live survey links.

Manage Live links

From All live links screen, choose a live link and click Edit to modify the survey link associated version or design. Click the details pane menu to re-push or delete the live link.

Warning: Changing the survey Live link impacts all published links, so make sure you update all instances of the Live link.

Parameters screen

Parameters are a mechanism for passing data to an Anonymous surveys for the purpose of providing identifying information, such as an order number, receipt code, or Unit ID. A parameter is a name/value pair appended to the URL that the survey taker uses to access the survey. Experience Cloud takes the parameter value and maps it as the answer to a question (in a Feedback field) or as the value of other information about the unit or interaction (in an Event field) in the survey. In a personalized survey, this information would be provided in the feed-file for the Invitation email. 

Here is an example of a URL that includes two parameters, store_id and pos, and each parameter is assigned a value. The list of parameters begins with a question mark (?), and each parameter is separated by an ampersand (&): https://survey.medallia.com/orion?store_id=943061&pos=W308752

Parameters are defined at a survey level and affect all survey versions. As a result, creating a parameter and making it required makes it required for all the versions of that survey.

Parameter values are stored together with the survey data and can also be used together with conditions to customize the survey when loaded.

Details pane

Click a link parameter to reveal its details pane, which shows the following:

Details pane menu

Select the details pane menu to:

Edit parameter

Changes the associated field or the alternative mapping.

Warning: Changing a parameter may impact live links.

Delete parameter

Deletes the parameter. Attempting to take a survey that includes the deleted parameter should return an error screen.

Create and manage parameters

Complete these steps to create a parameter:

1. From Surveys screen, select a survey and, on the survey details pane, click click Manage next to Parameters.

   

2. Click New link parameter to create a parameter.

3. Give your parameter a name, which is the one used in the URL.

   Note: The name is case-sensitive, and must start with a letter followed by any combination of letters, digits, or hyphen (-), for a maximum of 22 characters. Consider using all lowercase names for surveys where survey takers must manually enter in their browser address. In this example URL, orion-feedless and store_id are both parameters.

   https://survey.medallia.com/?orion-feedless&store_id=943061

4. Map this parameter to an existing field so that the value of the parameter is assigned to it. For example, having a parameter named country that's mapped to the Event field Country (e_country), the field is populated by any value that arrives for the country parameter in the survey URL. Note that the field chosen can only be mapped to one parameter. For example, you can use Country to either map it to the parameter country or Country, but not both.

5. Choose how the value in the URL maps to the possible values that the survey field is based on, which may be either by name, sequence/value pair, or Unit ID.

6. Select or confirm the survey the parameter is part of.

7. Enter the default value the parameter has when it is not part of the URL. For more information, see Details pane.

8. Optionally, select if the parameter is included in the URL, such as https://survey.medallia.com/?country=US.

9. Optionally, edit the survey so that certain elements or groups are only displayed when the field that you mapped to the parameter has a certain value. For example, the condition in a question can be Country = US, in which case that group is only displayed when the URL that opens the survey contains Country=US.

10. Click Save.

11. Navigate to the survey version that uses the parameter and select Sync version so that the parameter is used in live surveys. For more information, see Synchronize versions.

    

Manage parameters

From Parameters screen, choose a parameter and click Manage to edit it, or click the details pane menu to either edit or delete it.

Tips

• The parameters to add must already exist when creating and publishing an Anonymous surveys. If you change the definition of a survey's parameter, sync the survey again.

• Do not include private survey taker's data in the parameter value. There is no way to encrypt or mask the data.

• Keep parameter names short to reduce the length of the URL.

• Avoid passing more than five parameters due to the length limit of survey URLs. If your survey needs more than five parameters, consider redesigning the survey as a personalized survey instead.

• Only pass parameters associated with the survey, such as identifiers and values to set conditions and design purposes.Additional metadata (to be associated with the record) should come later through an appended file.

• Parameter fields with Date and Date/Time data type must follow yyyy-MM-dd (ISO 8601) and yyyy-MM-dd HH:mm:ss (ISO 8601) and yyyy-MM-ddTHH:mm:ssZ (RFC-3339).

• Do not use certain parameter strings, such as non-alphanumeric or - _ .~ characters, since they are encoded and appear as special characters (for example, &lt and &gt).

Update Anonymous surveys

Live links match a specific version of a survey. To change the content of the survey that the link takes to (for example, to fix a typo), you may:

Update a version from draft

Create a new version

Unit and survey takers' data from Anonymous surveys

Surveys distributed via Personalized invitations are generated with prior knowledge about the unit, the company, and potential respondents; however, most of this information is not available to Anonymous surveys. It is recommended that the survey provides some identifying information such as the Unit ID, but could also include a transaction ID, receipt code, survey takers' contact information, etc. This can be either done through survey parameters in the URL or entered manually by the survey taker when answering survey questions.

//Logic to get unit 
var unit = fields.get('q_prop_select_unit'); 

//Set Unit ID 
fields.set('e_unitid',unit); 

When an Anonymous survey has a Data field type that is only accessed via a JavaScript validation using the fields.get() function, you must refer to that Data field type elsewhere in the survey (such as in a non-displayed Text element) to populate the Data field type value, which otherwise is always null.