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Text Piping

Text piping is like mail-merging which you may have used in other applications. It is used to personalise a form by inserting text taken from somewhere else into a question. You can source data from a previous question, the address book or our API.

Piping to the question test

Example

  1. What is your name? -> Jim
  2. Hi Jim, which model car do you own?
    1. Ford
    2. Mazda
    3. Nissan
    4. -> Citron
  3. How do you rate the customer service from Citron?

In this example the name Jim has come from question 1, however it could just as easily have come from the address book if you decide to send the survey by email (with participant tracking enabled) or if you are a developer and want to pass values of any kind through from your own website you could use the API instead.

You can insert / Pipe text into the question text by opening the formatting menu (click the large “T” icon) and then clicking the “Pipe Text From” button to open the piping dialog box.

Piping to an answer choice

Most form providers only allow piping to question text, we have extended this to enable piping to answer choices enabling you do implement something like this.

Example.

  1. What is the name of your Project Manager? -> Carol
  2. Who is your Office Manager? -> Dave
  3. If you had a complaint who would you feel most comfortable reporting it to?
    1. Carol
    2. Dave
    3. Neither Carol or Dave
    4. Either, no preference.

To pipe text to an answer choice simply click the ‘pipe’ icon in the answer options toolbar to open the piping dialog box.

The piping dialog box

A Question Answer

Selecting this option will present you with a list of all questions which appear prior to it in the survey. You can pipe from questions in the same page, however the question receiving the piped text and any questions after it will not appear until the piped data for this question has been entered.

If the question you have selected has sub-questions for example a matrix, or multiple text box, you will be presented with a second dropdown list where you can select the sub-question. Once you have completed the form and submitted it the piping text notation will be inserted into the text. Below is an example of a question with a sub-question.

{{ question(345345).answer(2) }}

You can see that it is not the question number which is displayed in the notation, a unique ID has been used. This allows for further questions to be inserted or reordered without breaking existing pipes. So long as the questions remain sequential the piping with continue to work. It is recommended that piping is setup once all questions and their positions have been defined.

API Data Fields

These are fields imported using the “Hidden Fields” using QueryString / API. Read more on this here. Example below:

{{ custom(email) }}

Email Tracking Fields

Using the data from the address book contact list with email tracking. Example below:

{{ tracking(first_name) }}