topic Re: Pulling Custom Object Information via HTML into Survicate Platform in APIs & Integrations

Pulling Custom Object Information via HTML into Survicate Platform

RKincart — Tue, 08 Aug 2023 22:53:28 GMT

Hey there,

We are currently working on an integration with Survicate (NPS provider.) They supply us with an HTML code to create a custom module to add a survey into our emails that pulls contact first name, last name, and contact email into the survicate's front end. It uses what they call "merge tags" or in hubspot, "personalization tokens" to pull contact first name, last name, and contact email in the survey's URL. The URL and merge tags look like: https://survey.survicate.com/b6d49ca7025f5388/?p=hubspot&first_name={{contact.firstname}}&last_name={{contact.lastname}}&email={{contact.email}}

We want to pull more information from our hubspot platform, which they said was possible if we just add the correct merge tags into the URL. We want to pull custom object properties that are associated with the contact. We tried as such: https://survey.survicate.com/b6d49ca7025f5388/?p=hubspot&first_name={{contact.firstname}}&last_name={{contact.lastname}}&email={{contact.email}}&location={{appointments.location}}&provider={{appointments.providerId}}&

Appointments being the name of the custom object. However, it does not pull that information when they survey is filled out - the contact info still comes through.

Would love any insight here.

Re: Pulling Custom Object Information via HTML into Survicate Platform

Jaycee_Lewis — Wed, 09 Aug 2023 19:55:15 GMT

Hey, @RKincart 👋 Thanks for your question. Let's invite some of our community members to share their insight — @danmoyle @Mike_Eastwood @jolle @Jnix284, can you share any recent experience?

Looking at the documentation, this comes down to Hub and tier — Personalization tokens available for marketing emails

That articles also contains detailed information on the limitations of using Custom Object tokens in your emails.

Best,

Jaycee

Re: Pulling Custom Object Information via HTML into Survicate Platform

Mike_Eastwood — Thu, 10 Aug 2023 03:23:25 GMT

Hi @RKincart

The Custom Objects are "associated" with the Contact and not a Contact Property (like first name and email).

And, there could be many – or zero – Custom Objects associated with a Contact.

So, it would be a significant job to write code for Survicate to pull the data.

If you have workflows you could copy properties from the Custom Objects to Custom Fields in the Contact.

Do you have Marketing Pro?

Curiously

Mike

p.s. thank you for the mention @Jaycee_Lewis

Here to learn more about HubSpot and share my HubSpot Knowledge. I'm the founder of Webalite a HubSpot Partner Agency based in Wellington, New Zealand and the founder of Portal-iQ the world's first automated HubSpot Portal Audit that helps you work smarter with HubSpot.

Re: Pulling Custom Object Information via HTML into Survicate Platform

danmoyle — Thu, 10 Aug 2023 13:30:51 GMT

Thanks for the tag @Jaycee_Lewis. I don't have more to add than what @Mike_Eastwood offered, honestly.

I do have a question though for you @RKincart. What's the use case for a third party over using Service Hub to send surveys dorectly tied to the CRM?

Re: Pulling Custom Object Information via HTML into Survicate Platform

Jaycee_Lewis — Thu, 10 Aug 2023 14:38:02 GMT

@Mike_Eastwood great suggestion to use workflows (if available) to copy the value into a custom contact property.

@danmoyle great question 🤔

Thanks for your input, y'all. Have fun building! — Jaycee