When you send an email survey and customize the subject line and intro text, you can further personalize that text to the person you’re sending to by including variables (like mail merge tags) for things like their first and last name.
A variable looks like this: {{firstName}}. So to include the recipient’s first name in the intro text of your email, you’d do this:
Which would result in an intro like:
Matt,
Your feedback helps us make Iterate better and more useful for everyone.
The variables that are available by default are:
{{firstName}}
{{lastName}}
{{email}}
What if some of my recipients are missing their first or last name?
Any time you’re using a variable, it’s good to specify a fallback, in case you send an email to someone for whom that data doesn’t exist in your list of recipients. Here’s how to do it: {{firstName|Hi}}
In that example, if we have the first name of the recipient we’ll fill that in, but if not we’ll replace the variable with “Hi” instead (note: no spaces on either side of the '|').
Using custom user fields in variables
Custom user fields allow you to add additional information about your recipients when you add them via a CSV upload.
When you add a custom user field to your CSV, you do so by including a column that starts with the prefix field_, like field_userGroup or field_Country.
Any of these fields are also available to use as variables in your subject line or intro text. Just remove the field_ prefix, and add double braces around them, like {{userGroup}} or {{Country}}. You can also specify a fallback the same way, like {{Country|USA}}.