Dynamic Fields – Use Slide

Business Background

Configure your Titan Survey to include information from a previous slide. You can include information that you have already gathered in a previous slide; for instance, if you asked the survey taker’s name in a previous slide, you can personalize a follow-up question by using their name.

Titan Solution

• Use Titan Survey to easily create web or email surveys for Salesforce.
• Add information from a previous slide.

How to Video

Coming soon!

How to Guide

After creating a survey with all the necessary questions, you can insert text from a previous slide.

1. Select the question and click the Metadata option.
2. Type a recognizable term in the Tag field.
3. Go to the slide where you want to add the interactive field.

4. Select the question and click on the Advanced Mode Gear icon. The Custom HTML screen opens.

5. Click on the Insert field button. The Configure references screen opens.

6. Click the Slide radio button.
7. Use the drop-down fields to select the slide and the field.
8. Click the Apply button.

9. Make any changes to the question text if needed.
10. Click the Apply button.