The Link Platform

In this article:

Link Platform overview

The Link platform is the most flexible of any distribution method. Apply this platform’s URLs and QR codes to a wide variety of interesting channels—email, messages, video chats, web pages, social media, print media, slide presentations, and more. 

In this first video, learn to create custom links with our In-App Link Builder, which makes adapting, testing, and applying your links remarkably easy. 

How the Link platform works

In a nutshell, Delighted Links are short URLs that launch your survey. For example, https://delighted.com/t/Bo5cKjF1 launches this survey with a single click. (Try it!)

Click here to take the survey!

QR codes can also be downloaded from the In-App Link Builder. With a simple scan, this image launches the same survey as the link above. (Try this too!)

The value of anonymity

Results from Link surveys are anonymous by design—which is important for studies requiring privacy. Link responses appear in the Dashboard with a unique identifier—Person (0123456789)—so the anonymous results can be rendered on Permalink pages and aggregated into summative Reports and Link Platform Metrics. 

Need to collect names and email addresses?

Add the “Name” and “Email” Additional Question types to your survey and allow respondents to voluntarily enter their names and email addresses.

You can also attach contact information to outgoing links that will identify your respondents. It’s a bit technical, but we show you how to do it at the end of this article in Appending properties to Links.

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Setting up the Link Platform

To set up the Link platform for the first time:

1
Click the "Survey people" button.
2
Choose "Set up" in the Link platform tile.
3
Walk through the basic customization steps. (See Link survey customization.)
4
When finished, select “Next configure.”

5
As the In-App Link Builder appears, copy the link to your clipboard by clicking the “Copy” icon to the right of the URL.
6
Paste the link wherever you need it! (See Testing links.)

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The In-App Link Builder hosts a dozen link defining options in one convenient place. It's here where you'll add, differentiate, and customize the links you need for your survey project.

To open the In-App Link Builder, first find your list of links:

1
Click “Survey people” and then select “Adjust settings” in the Link platform tile.
2
From your list of links, choose either:
  • Add a new link: To create new links for a survey.
  • Settings: To make changes to any existing link in the list.

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Here's a quick rundown of the options packed into the In-App Link Builder.

  1. Back to links: Return to “Your links” list.
  2. "Gear" icon: Change the name of a link.
  3. Your unique link: This is your auto-generated link. (This URL and matching QR code will never change, even as you update a project's customizations, additional questions, or properties.)
  4. Copy button: Click to copy your link to your clipboard.
  5. Enable vanity URL: Check this box to append the name of the link to the end of the URL so you can instantly tell it apart from the other links in your list. (Click "Save changes" to complete this process.)
  6. Prevent multiple submissions: If checked, cookies will limit responses from a single device for a 1-month period. (Uncheck to allow unlimited responses from the same device.)
  7. Download QR code for your link: Choose between PNG or SVG image files. (As you click your choice, the QR code will be downloaded.)
  8. Add properties to your link: Add a "Property name" and a "Property value" for each new property you append to this link. 
  9. How to use links: Click to return to this Help Center article.
  10. Customize appearance: Click to open the customization tools for this survey.
  11. Individual score links: Generate a link for each scale point in your survey. (For example: 5 links for 5-star surveys, 11 for NPS surveys, and 2 for Thumbs.)
  12. Delete this link: Delete the current custom link. (This does not delete the data already collected with this link.)
  13. Save changes: Apply all of the changes you have made to this link.

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Use the In-App Link Builder to create and filter results from as many custom links as you need for your survey. You can define links that will segment responses from different:

  • Locations 
  • Interactions with specific team members 
  • Points-of-purchase (ex. online, mobile app, or retail)
  • A/B marketing comparisons 
  • Product lines (ex. Women’s vs. Men's collections)

Think of a company, like Hem & Stitch, that wants to send the same survey to its customers while also segmenting the performance from several independent locations. In this survey, we’ve already added links for “Chicago” and “Dublin." Now let’s add a link for a “Guadalajara” location.

To add a new link: 

1
Click “Survey people” and then choose “Adjust settings” in the Link platform tile.
2
Click “Add a new link” seen below the list of existing links.
3
In the In-App Link Builder, name your new link (ex. “Guadalajara”).
4
Click “Save and finish.”
5
Select “Back to links” to return to the your list of links.
6
Add more links by repeating steps 2-6.

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To test any link in your survey's list: 

1
Reopen the Platforms page by clicking the “Survey people” button and choosing “Adjust settings” from the Link platform tile.
2
Click the “Copy” icon next to a link on your list and save it to your clipboard. (You can also snag the link from the In-App Link Builder.)
3
Paste the link into your browser and press “Enter.” 
4
Take your survey!

Why are my test responses being overwritten?

If you test a link more than once, your initial survey response will be overwritten with your new response. There's a Delighted cookie at play. By default, a cookie limits respondents to one survey per month, including you! Here's how to avoid the issue:

  • Change this default in the In-App Link Builder (see Preventing multiple submissions),
  • Use an incognito browser to test links, or 
  • Clear your browser history if you retest a link.

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To filter the results by these new location properties, return to your Dashboard and:

1
Click “Add a new filter.”
2
Select “Delighted Link Name” from the list of properties.
3
Filter your results (ex. “Chicago,” “Dublin,” and “Guadalajara”)!

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Generating, downloading and testing QR codes

QR codes make sharing a survey on posters, presentations, mailers, receipts, and other visual media super easy! To download a QR code, return to the In-App Link Builder:

1
Click “Survey people” and then choose "Adjust settings" in the Link platform tile.
2
From your list of links, click “Settings” adjacent to the specific URL for which you seek a QR code.
3
Download the QR code by choosing an image file type ("PNG” or “SVG”) from the “Download a QR code for your link” section of the In-App Link Builder.
4
Open the image file and apply the QR code as needed.
5
Scan the image to test your QR code. 

Can I adjust the size of my QR code image?

Certainly! To adjust the size of the QR code, set the Property name Delighted_qr_png_size to the desired number of pixels for the QR code image (which will always be formatted in a square). 

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Need to edit the customization settings of your Link survey? Not a problem! There are two ways to access customization. The first option is to:

1
Click “Customize appearance” from the right-hand side of the In-App Link Builder. 

The second option is to: 

1
Click “Survey people.” 
2
Click on the “Gear” icon from the Links platform tile.
3
Choose "Customize appearance" from the menu.

Where can I learn all about Link survey customization?

Read the Link Platform Customization article in Section 4 of the Help Center for all the details. 

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To change or edit the name of a link named "Ireland" to "Dublin" in the In-App Link Builder:

1
Click “Survey people” and then choose “Adjust settings” in the Link platform tile.
2
Click “Settings” next to the link to rename.
3
In the In-App Link builder, click the “Gear” icon next to the current name (Ireland).
4
Enter your new name into the “Edit link” window (Dublin).
5
Click “Save changes.”

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To remove a link entirely:

1
Click “Survey people” and choose “Adjust settings” from the Link platform tile.
2
Select the “Settings” link from “Your Links” list.
3
Click “Delete link” in the bottom right-hand panel of the In-App Link Builder.
4
Click “OK” when asked, “Are you sure you want to delete this link?” 
5
You will have one last chance to “Undo” the deletion if you change your mind. (Look for the yellow notification bar.)

Deleting a link does NOT delete any of the responses that have already been collected with the link.

Getting a "We can't find the page" error?

If your respondents see the error message “We can’t find the page you’re looking for,” chances are the link was deleted. Remember to remove deleted links from social media, email signatures, or wherever else they may live! 

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Using vanity URLs to identify links

The “Enable vanity URL” feature will attach the link’s name to the end of the URL string. Flagging URLs in this way simplifies link management by simply making your links easier to spot!

To enable vanity URL identification:

1
Click “Survey people” and then choose “Adjust settings” in the Link platform tile.
2
Click “Settings” next to the link you wish to flag.
3
In the In-App Link builder, click “Enable vanity URL.”
4
Click “Save changes.”

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Preventing multiple submissions

As you create a link in the In-App Link Builder, you’ll see that the “Prevent multiple submissions” box is checked by default. 

  • If “Prevent multiple submissions” is checked: The customer can only respond to the survey once per month. If they submit another response, it will overwrite their prior answers.
  • If “Prevent multiple submissions” is unchecked: All responses will be received and recorded separately.

Pros and cons: Unchecking “Prevent multiple submissions”

Keeping “Prevent multiple submissions” checked will help you avoid being spammed as you go live. Nevertheless, temporarily unchecking this feature is useful for testing, as you can test a link as often as you like without triggering a cookie or having to use an incognito browser. 

However, if your study requires you to survey people more often than once per month, then definitely remove the checkmark in the "Prevent multiple submissions" box to enable multiple responses from the same respondents.

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The In-App Link Builder will "Get individual links for each score" or scale point in your survey. One way to use individual score links is in email signatures. (For a detailed walkthrough of how to set this up, visit our Email Signature Surveys article.)

To generate individual links for each scale point:

1
Click “Survey people” and choose “Adjust settings” in the Link platform tile.
2
Click “Settings” next to the link you wish to use for your individual links.
3
On the right-hand side of the In-App Link builder, click "Get individual links for each score."
4
Click the “Copy” button next to each link.
5
Paste the individual score links, one-by-one, wherever you need them.

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Adding properties in the In-App Link Builder

In this section

Introducing our adding properties video

As we saw in the previous section, you can name links for people, locations, products, issues, or whatever you wish. 

In this section, we'll explore how you can add multiple layers of properties to each of your links with the In-App Link Builder.  As you will see, properties can add clarity, specificity, and context to your research. Watch this video to see how it’s done!

Need a refresher on properties before diving in? 

Visit section 5. Managing People and Properties.

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Defining property names and values step-by-step

Let’s add a new link for agent “Ellie” and then layer in the following properties and values:

Property name Property value
Agent Value (number)
Manager Value (text)
Title Value (text)

To create a new link and append additional properties and values: 

1
Click “Survey people” and choose “Adjust settings” from the Link platform tile.
2
Click “Add a new link” under your list of active links.
3
Name the new link (ex. “Ellie”).
4
Click “Add a property.”
5
Enter “Agent” followed by the value “003.”
6
Click “Add a property” again and enter “Manager” followed by the value “Sean.”
7
Click “Add a property” one more time and enter “Title” followed by the value “Assistant product manager.”
8
Click “Save and finish.”

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Filtering by extra properties

To filter incoming results by any extra properties you’ve added, return to your Dashboard and:

1
Click “Add a new filter.”
2
Select your new properties from the list. (Notice the purple "New" tags.)
3
Filter your results (ex. “Agent,” “Manager,” and “Title.”)

Read all about the different ways to filter your Dashboard here.

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Removing and editing extra properties

To edit property names or values, you must first remove and then recreate the property:

1
Click “Settings” next to the link in your list that you want to delete or edit.
2
In the In-App Link Builder, click “Remove” to the right of the property and value.     
3
Optional: To replace the deleted property click “Add a property.”
4
Enter a new “Property name” and “Property value."
5
Click “Save changes.”

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Appending properties to Links

If the non-technical In-App Link Builder can’t get the job done, you can deploy the traditional method of appending properties to survey links as described in this section. 

A common use case for this conventional approach may be to assist in sending email marketing surveys through third-party vendors, adding surveys to Salesforce campaigns, or dynamically sending surveys through certain integrations.  (See section 8. Integrating with Other Applications in this Help Center.)

We recommend watching this overview video.  It’s under 5 minutes and is well worth the time. 

There are two key elements to keep in mind when passing customer data conventionally:

A. Proper encoding of the URL string
B. Correct structure for the name, email, and property parameters

A. Proper encoding of the URL string

Keep these important encoding tips in mind when appended attributes to links:

B. Correct structure for the name, email, and property parameters

  • Name: "name=sean"
  • Email: "email=sean%40delighted.com" (%40 is how to encode the @ symbol).
  • Properties: "propertyname=value" (ex. "Purchase Location" set to "Retail": "purchase_location=retail")

The capitalization matters for the name and email parameters (they should be all lowercase). For properties, you can pick your own capitalization!

An applied example

With the above in mind, here is an example with the name set to Sean, email set to sean@delighted.com, and "purchase_location" set to "retail":

https://delighted.com/t/Bo5cKjF1?name=Sean&email=sean%40delighted.com&purchase_location=retail

A note about dynamic variables

Many third-party platforms include placeholders or "liquid variables" to pass over information such as recipient email and name parameters. Reaching out to your platform's support team to confirm what’s available!

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FAQs: The Link platform

In this section

Why am I getting an error when clicking on my link?

If the link you’re clicking was deleted in the In-App Link Builder, you’ll receive an error message saying, “We can’t find the page you’re looking for.” There are two options; either replace the deleted link with a new one, or remove the reference to the deleted link.

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Why are newer responses overwriting older responses?

If you’re filling out the survey and older responses are being overwritten, you’re probably running into issues with cookies!

If "Prevent Multiple Submissions" is checked in the In-App Link Builder, any new responses submitted within 30 days will replace the previous answers—as if the survey had only been answered the one time. To collect all of the responses regardless of the frequency of their submission, uncheck "Prevent multiple submissions." (Read Prevent Multiple Submissions for all the details.)

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Can I recover personal respondent information from an anonymous response?

No.

If a response is submitted anonymously, Delighted does not capture any respondent information like names or email addresses. There is no way to identify who submitted the response.

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