Custom fields in Thermostat allow you to insert extra information on the customer you are surveying. This information can then be reported on and viewed in the Thermostat dashboard.
Custom fields are unique to each survey in your Thermostat account.
You can create the following custom field types:
Survey > Fields when editing/viewing a survey. Select add field and then select your field type and name.
To use custom fields in your email campaigns, the custom field values must be imported along with your email list.
You can import into your email list in the following ways:
Bulk import emails:
Survey > Email List click on the Download the CSV file link to download a template for use when importing your email list. The CSV file will contain fields for each of your defined custom fields and you can integrate that data into your CSV import.
After you have built your list in a CSV file, drag and drop the saved file to the upload area on the same screen.
Custom fields can be used in plain survey links as well. Each custom field is passed as a URL parameter. The links area in HelpSpot will provide you with the parameter names.
Custom fields can also be included in embedded surveys under the fields parameter. Detailed documentation is available in the Embed documentation
Custom fields can also be used in the API when adding new emails or performing an instant send. Detailed documentation is available in the API methods documentation
Custom fields are most often referred to by their "slug", a URL-friendly version of the custom field's name. Thermostat uses underscores instead of dashes for custom field slugs. For example:
Paid Customerhas slug