This article walks you through the steps required to update the collector IDs that are used when triggering surveys via third-party applications.
TABLE OF CONTENTS
Transactional/Ad-hoc Surveys
Email collector
Transactional or ad-hoc surveys are used to trigger surveys based on events. You might have configured automations to trigger surveys in third-party applications via API requests. Please follow the steps below to copy the new code:
Go to Surveys > Collect responses tab > Email collectors.
Click on 'Show instructions.'
Click on the products dropdown and select if your third-party tool exists there. If not, please select 'Others.'
Now click on the copy icon to copy the code.
Navigate to your third-party applications and replace the old code with the new code.
Note: Before replacing, please make a note of all the contact or transactional information added in the payload so that you can manually add those to the new code.
Web-app embed collector
You may have copied the code snippet to your application/ site to render the survey to users on your application/ site. Please follow the below steps to recopy the code:
Go to Surveys > Collect responses tab
Open the Web-app embed collector
In the configuration page, click on ‘Copy’ in the code block
Now, go to your application/ site and replace the old code with this new one. This should help update the code on your application/ site.
Note: Before replacing, please make a note of all the contact or transactional information added in the payload so that you can manually add those to the new code.
Email Embed
You may have embedded the HTML code in your third-party tool to send surveys via email campaigns or email templates. Please follow the steps below to copy the new code:
Go to Freshsurvey > Surveys > Collect responses tab
Open the Email Embed collector
Scroll to the ‘Email embed code’ section and click on ‘Copy’
Navigate to the third-party tool where the HTML code was embedded and replace it with this new code.
