External Distribution
Business Background
Publish using an external link to a large audience in Titan Survey in just a few clicks.
Titan Solution
- Publish a survey using an external link created with zero code.
- Copy the generated URL and send it via email or other distribution methods.
How to Video
Video Coming Soon!
How to Guide
Note:
Prerequisite:
- In Salesforce, copy the Survey Taker ID.
- Project Settings > Tools > Custom Variable Gear icon.
- Under Static, click on Add a Static Variable.
- Type surveytakerid in the Name field and paste the Survey Taker ID in the Default Value field.
- Click on the Apply button.
- In Titan, create a new Web Survey Project.
- Add Question Slides and/or Information Slides.
- Click on the Publish button in the top right corner. The Distribution screen opens.
- Click on the External option.
- Click on the Next button. Anonymous User is the default on the next screen.
- To send to an anonymous user, click on the Next button.
- To send to an identified user, select the Identified User radio button. The options expand.
- Select the Survey Taker from the Object in Salesforce drop-down list.
- Select the Survey Taker ID from the drop-down list. This is the Survey Taker ID you added in the previous section.
- Click on the Next button.
- Add a Comment to the mandatory field and click on the Click to Create button.
- Click on the Copy icon to copy the URL. You can send the URL in an email or other distribution method.
- Use the drop-down list to select Embed. You can embed the survey URL in your website.
Hidden Title
Was this information helpful?
Let us know so we can improve!
Need more help?
Book Demo
