Background

This Delivery Vector allows you to generate survey links that can be personally shared without sending an invitation email (or SMS/WhatsApp message). This makes it a great option for any method of survey delivery that isn't directly integrated with or offered by the CustomerGauge Platform (See our Campaign Suite and Survey Suite for more information on methods that are directly integrated, as well as our Integrations section).



Feature notes:

  • Campaigns can only be modified by the Owner and System Admins.
  • Clicking on a campaign name opens a pop-up with all of the campaign's information.
  • Clicking on the pie chart under Stats opens the Data Transport Report for that specific campaign.



TABLE OF CONTENTS


Creating Campaign


1. Navigate to Campaigns → Campaign Suite → Personal Links.


2. Click on +New Campaign, select Personal Links and then click on Create.


3. Under General Settings all fields are required, including Filters. Fill them and choose a filter, then click Next.

Campaign name: write a descriptive name for your campaign.

Survey: select the survey template for the campaign.


4. Under Filters you can select conditions for the campaign. All survey filters are available with both IS and IS NOT operators.


5. Verify your settings and filters and then click Next.


6. Click on the Activate this Campaign toggle and then click on Save.




Editing and Deleting Campaign


Editing



  • Changing the Survey of an active campaign will affect links that were generated in the past. The links will show the new selected survey as soon as the changes are saved.
  • All settings can be changed: Campaign name, Survey, Unsubscribe page and Filters.


1. Navigate to Campaigns → Campaigns → Personal Links.

2. Find the campaign you would like to edit and click on Actions (3 dots) and then click on Edit.


3. Make the changes to general settings and filters and click on Next.


4. In the Activation step, click on Save.



Deleting



  • You can only delete inactive campaigns. Before deleting, edit the campaign and disable it on the Activation step.
  • Deleting a campaign does not disable previously generated links. Respondents will still be able to access and answer the survey.


1. Navigate to Campaigns → Campaigns → Personal Links.

2. Change the view to Inactive.


3. Find the campaign you would like to delete and click on Actions (3 dots) and then click on Delete.

4. If you are sure you want to delete the campaign, click on Proceed.




Import File Configuration and Upload File



In order to use this delivery vector you will have to upload using a multi-object configuration that has the Delivery Vector field added into it. You may create a new import configuration following these steps:


1. Navigate to Data → Imports → Mapping.

2. Click on +New Mapping.

3. Select Multi-Object in Mapping Type and then click on Create.


4. Select the CSV Delimiter that you will have in your upload file.

5. Select all the fields that you will be uploading with your file.


6. Select Delivery Vector field in either Field Mapping or Auto Populated. In case of Auto Populated add personal-link (lowercase) as the value.

7. Save the configuration. 


Optional step: Download an example file of your configuration clicking on Actions (3 dots) and selecting Sample File.


When getting your file ready, make sure that it has personal-link (lowercase) as the value for the Delivery Vector column if you have not set a static value in your import configuration.


  • When uploading a file intended for Personal Links, make sure your file does not have a Campaign column. The file will not be processed if both fields are present.




API Configuration and Request


In order to use this delivery vector in your API integration you will need to add the value personal-link to the Delivery Vector parameter in your request. You may enable the Delivery Vector parameter following these steps:


1. Navigate to Data → Imports → Mapping.

2. Click on +New Mapping or Edit an existing Multi-Object one.

3. Select Multi-Object in Mapping Type and then click on Create..


4. Select all the fields that you will be sending in your request.

5. Select Delivery Vector field in either Field Mapping or Static Values. In case of Static Values add personal-link as the value.

6. Save the configuration. 


When making your API request, make sure that it has personal-link as the value for the Delivery Vector parameter if you have not set a static value in your configuration. For information on how to send parameters in the Multi-Object API, visit this support page.


  • When making API requests intended for Personal Links, make sure your request does not have the Campaign parameter as well. The request will not be processed if both parameters are present.



How to Upload


Below is a quick video that walks you through how to upload the data for Personal Links.

 




Getting the Links



For your convenience you can find all links in the Non-Responses widget located in the Data Transport Report when drilling down on successful records in imports screen.

You are also able to use the Non-Responses widget in any report, the Search feature for Non-Responses or our Non-Responses API.



Search


Searching for specific campaigns is very straightforward, just type the campaign name that you're looking for and all matching campaigns across all pages will be returned shortly.


The search will look for exact matches within the Campaign Name, see the example below:

Search input: Support

Returned results: Support Links 1; PL-Support 01; Supporting Campaign.



Unsubscribes


Links are not generated for contacts that have been previously unsubscribed. When importing a file the system will check the Unsubscribes list and will not generate the links for these specific contacts.

If you wish to manage contacts in the unsubscribes list you can do so from the Unsubscribes & Bounces feature.