Collect survey respondents' names when using Anyone With The Link
What this article covers
Identify your survey respondents
You can identify your survey respondents, even when sending out universal survey links which anyone with the link can complete (Anonymous Mode)
To do this, you need to turn on Makerble’s in-built Name field within your Survey Campaign
How it works
When you use universal survey links ordinarily, every person who completes the survey is saved in your CRM as Respondent [Number]
But if you use Makerble’s in-built Name field, a Name field will appear within your survey which lets respond provide you with their name if they want to.
In this scenario, those people who provide their name will be saved in your CRM with the name they provided.
tl;dr: The Quick Summary
First you need to make sure that the Name field has been added to your survey and that it is positioned in a place that makes sense:
Then you need to make sure that the Name field is turned on within your Survey Campaign:
Part 1 - add the Name Collection field to your survey
You can add an optional Name field to a survey. The field will only be visible when the survey is set to 'collect responses from anyone with the link'.
Instructions
Go to the Edit survey template page. You can get there by either
You arrive in the Survey Editor
Scroll down to the Public Questions Library on the left
The Your Name field will be listed
Select it by pressing the green tick symbol
This will add the Name field to your survey. The field will appear at the bottom of the survey.
Use drag & drop to change the position of the survey question, as required
Scroll to the bottom and press Save.
Part 2 - turn on Name Collection in your Survey Campaign
Turn on Name Collection for a single Survey Campaign
Select More Options
Select Manage Campaign
You arrive on the Survey Campaign Settings page
Tick the checkbox “When anonymous responses are turned on, give respondents the option to add their name”
Press Save
You return to the Survey Campaign page
Turn on Name Collection for every Survey Campaign that uses that Master Survey
If the Name field has been added to your survey, you can turn on the Name field so that it appears whenever the survey is sent out in Anonymous Mode on every project that uses that survey template (i.e. across every Survey Campaign based on that survey template).
Go to the Edit survey template page. You can get there by either
You arrive in the Survey Editor
Scroll down to the Advanced section
Expand it by clicking the arrow
Scroll down to the field: “Automatically enable the Respondent Name field on all survey campaigns”
Tick the checkbox next to that field
Scroll to the bottom of the page and press Save