This Delivery Vector allows you to generate survey links that can be personally shared without sending an invitation email.



Table of Contents




Creating Campaign



1. Navigate to Campaigns → Campaigns → Personal Links.

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


3. Under General Settings all fields are required.


Campaign name: write a descriptive name for your campaign.

Survey: select the survey template for the campaign.

Unsubscribe page: select the unsubscribe page 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.


5. In the Activation step, click on Save.




Import Configuration and 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 → Configurations.

2. Click on +New File Configuration.

3. In Configuration Details select Multi-Object in Data Type and type a name (eg. Personal Links).

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 Static Values. In case of Static Values add personal-link 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 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 that field is present.






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.





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.