How to get a survey to auto-populate certain fields

Good morning,

I've created a survey in Smartsheet to gauge customer satisfaction at the end of a project. We are manually emailing the link of the survey out to the participants of the project. We can auto-capture their email address, but would also like to auto-capture other information such as their name (first,last), department they work in, and the name of the project the survey is based on. Please let me know if there is a way of auto-capturing that information. Thank you for your assistance!

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Accepted answers

Debbie Sawyer

If you have an employee master sheet, then you could use an Index(Match()) type function to look up their first name, last name and department based on their email address?

I think they would have to fill in the name of the Project that they were answering the survey about. But you could help them by offering a drop down list of Project Names for them to choose from?

Not ideal I know, but ...

Kind regards

Debbie

All comments

Debbie Sawyer

If you have an employee master sheet, then you could use an Index(Match()) type function to look up their first name, last name and department based on their email address?

I think they would have to fill in the name of the Project that they were answering the survey about. But you could help them by offering a drop down list of Project Names for them to choose from?

Not ideal I know, but ...

Kind regards

Debbie

Arthur Zepeda

Thank you Debbie! This should work.

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