How It Works
Access the Surveys tab and select the survey you're working on
Open the Share Settings tab in your survey and scroll to find the share link you want to use
Click Add passthrough params to expand the parameter options. Email, First Name, and Last Name are always enabled. Toggle on any optional parameters, such as Title, Company Name, External Source, or External ID.
Copy the generated URL. It will look like this:
https://app.userevidence.com/surveys/abc123/share?email=<EMAIL>&first_name=<FIRST_NAME>&last_name=<LAST_NAME>
Replace placeholders with your CRM merge tags. Swap each
<PLACEHOLDER>for the appropriate tag syntax for your platform (see parameter reference below)Send via your CRM by adding the final URL to your email template or campaign. Recipients click the link and go directly into the survey, with no form required.
Parameter Reference
Parameter | Required | Description |
| Yes | Respondent's email |
| Yes | Respondent's first name |
| Yes | Respondent's last name |
| No | Respondent's job title |
| No | Respondent's company |
| No | Label identifying the source platform (e.g. "Salesforce", "Hubspot") |
| No | Respondent's unique ID in the external system |
Use Cases
Post-onboarding surveys sent via Salesforce or HubSpot sequences
Transactional NPS sent after a support interaction or renewal
Any scenario where it's already known who you're surveying and you'd prefer to remove the pre-survey form