Create Your Custom Variables

Custom variables are a form of storing CRM information in a URL link. It’s probably easiest just to watch this video, but the basic idea is:

  • give your variables a name (the simpler, the better)
  • specify the data type (number, text, email)
  • you can then use those variables to dynamically pre-populate Survey fields or in the integration back to the CRM

In the next video, we use those variables to build our Survey URL.

Create variables for the client name, advisor’s name, company name, and client’s email.

Help with Custom Variables