How to Add Custom Data Fields

TechValidate allows you to filter and analyze your survey results in many ways (NPS, company size, industry, job function). But what if you wanted to filter your responses on data that isn't already in TechValidate? 

There are 2 options for adding custom data fields. 

Option #1:

Once the survey recipient list is collected and broken out into first name, last name, company email address, and company name, you can add the custom data in the additional columns after that. You can add up to 5 custom data fields

Option #2:

1. Go to the projects tab in the application and select the relevant project

 

 

 

2. On the right-hand side of the project page, under "Actions", click download response data

 

 

3. Once you've received the spreadsheet, delete all columns except for the respondents' email address and any custom fields already included. On the following empty column, add the custom field(s) that you would like to include * 

 

 

4. Once you've updated the custom fields on the spreadsheet, email the spreadsheet back to your designated Customer Advocate, who will then import it on your behalf

 

5. Once the custom data has been appended, you'll be able to filter the data

 

  

 

 

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