How to use Custom Variables in Porsline

When your organisation already knows a respondent’s name, customer ID, phone number or department, asking for the same information again creates unnecessary work. Custom Variables in Porsline’s online form builder let you pass existing information through a respondent-specific link.

The data can remain behind the scenes, appear through Piping or help determine which questions the respondent sees.

What You Will Learn About Custom Variables

• Define additional information that should travel with a form link.
• Add values manually, through Excel or through the Porsline API.
• Generate a different personalised link for each data row.
• Encrypt values passed through the URL.
• Restrict a generated link to one submission.
• Display selected values through Piping.
• Use variable values in Logic conditions.

Where Existing Data Makes Forms More Relevant

Connect Post-Purchase Feedback to the Customer

An online shop may already know the customer’s name, order reference and purchased product. In customer experience surveys, Custom Variables can carry that context into the feedback form so the customer answers questions about the relevant transaction without re-entering known details.

Create Different Paths for Employee Groups

An HR team may use one survey for several departments while showing each employee only the relevant section. With an employee survey solution, a department value can travel through the link and support a different Logic path for marketing, sales or operations staff.

After watching, define one non-sensitive test variable and generate a sample link. Submit the form yourself, then confirm that the value appears in the Results Table and behaves correctly wherever it is used.