Overview

How to create custom variables for URL parameters

1. Select the survey and click Builder option from the left pane.
   
2. Go to the Publish tab.
   
3. Click Add New Collector.
   
4. In the Email Invites by Zoho Services section, click Continue.
   
5. In the Zoho CRM/ Recruit/ Campaigns/Desk/SalesIQ/Billing sub-section, click Create.
   
6. Click Create in the Inline Email section.
   

            

1. Select a question from the Question dropdown.
   

            

1. Click Create Custom Variable.
   

            

1. The custom variable window is displayed.
   

            

1. Enter the URL parameter name in the URL Parameter box. This field name should be the same as the variable name in the URL when sending out your survey. Read about dynamic parameters.
   
2. Enter a description for the custom variable in the Label field.
   
3. Select the type of variable you'd like to use from the Type dropdown list:
   
1. Text
   
2. Email
   
3. Number
   
4. Choice: In the Options box, type in the choices (one per line). At least two options are required to save the variable.
   
5. Date
   
4. Click Save Variable.
   
5. The custom variables you create will get listed here.
   

            

1. For example, if you want to send the updated records to a contact module, you need to create a custom variable "zs_contacts" and set direct value to ${Contacts.Contact Id}.
   
2. Click Generate HTML.
   
3. The question preview is available in the Inline Email section.
   

Note:

Zoho Survey supports standard merge tags as parameter values for each of these email distribution services. However, all of these services will have more merge tags that you can insert in the templates by using direct value. These merge tags will be replaced with the parameter values assigned to the custom variables. For example, take a look at the list of merge tags Zoho CRM and Zoho Campaigns support.

If you have only one question in your survey, you can select Settings > Skip the first page if all the questions are prepopulated checkbox to prevent your respondents from getting redirected to a new page to submit their response.

            

1. Click Copy to copy the survey question.
   
2. Click Copy HTML to copy the HTML code generated.
   
3. Click Configure & Regenerate to add parameters or change the survey question to be embedded and regenerate the code.
   

Note:

Inline email only supports a specific set of questions to be embedded in an email: Multiple Choice (one answer and many answers), Rating Scale (Star, Likert, and Weighted choice), Dropdown, Boolean (Yes/No), and Net Promoter Score.