How can I embed / inject my CRM variables, tags, or unique id's into my Shareable Survey Link?

You can integrate your Shareable Survey Link with your CRM so that your customer's data, such as unique ID, or segment is captured from your CRM into your Glow Survey data. To do this:

First, import your customer data to your CRM. Here's some customer data you might have.

Then, to inject your CRM variable, tag or unique id's to your survey link so that you can individually identify or segment respondents, add a crd variable in a query string to the end of your shareable survey link:

• ?crd_key=value OR
• ?crd[key]=value

For the key, you can use either underscore or square brackets format, and can make up your own key.

Here are a couple of different examples:

• https://glo.link/lcfhmd5l?crd_rid={rid}
• https://glo.link/lcfhmd5l?crd[id]=[id]
• https://glo.link/lcfhmd5l?crd[uid]=|UID|
• https://glo.link/lcfhmd5l?crd[EID]=[EmployeeID]
• https://glo.link/lcfhmd5l?crd_LinkSurveyID=XXXX
• https://glo.link/lcfhmd5l?crd_tid=[transaction_id]

For the value, you should use your platform's exact value format to pipe in the value from your platform.

• Some use squiggly brackets around the value, e.g. {rid}
• Some use square brackets around the value, e.g. [id]
• Some use straight lines around the value, e.g. |UID|
• Some don't need anything around their values, e.g. XXXX

You can append more variables to your survey link by using the ampersand symbol, i.e. '&'

• &crd_key=[value] OR
• &crd[key]=value

Here's an example where we've added gender, age, and bank tags on top of the uid.

• https://glo.link/lcfhmd5l?crd_uid=[123]&crd_gender=[Male]&crd_age=[25]&crd_bank=[bank1]

CRD Filters

To filter respondents using the variables, tags, or unique id's you added to your survey link

• Go to the Analyse tab of your survey,
• Go to the Filters tab to the left.
• Click Create Filter
• Give your filter a Label, e.g. CRM_Male
• In the filter Condition, select Dimension
• Within Type dropdown, select your crd key, e.g. gender
• Within the Values dropdown, select your crd value(s), e.g. Male

CRD Cross Filters / Crosstabs

Once you've created your crd / CRM filters from the embedded data in your survey link, you can then add those filters into your chart and table as pre filters and cross filters. Below, we've added them as cross filters to our view.

CRD Chart

Optionally, you can even chart your crd / CRM filters separately within their own views with a few useful tricks:

1. Duplicate a choice question asked of all respondents
2. Within the choice config of the duplicate view, merge all choices into 1 single "Total" or "All" variable
3. Transpose your table so that Rows = Filters, and Columns = Choices, but keep Values as Column %.
4. Click "+Filter" to add your CRM filters to your Table Rows
5. Rename your View to whatever your like by...
   1. clicking on the chart title
   2. start typing
   3. press 'Enter' to confirm changes
6. Once you're happy with your new view, don't forget to save your dashboard

Finally, within your Response Exports, you'll find the variables/tags/uid's you piped into your survey link in the "Reporting Dimension" columns at the very right columns in your data.