---
schema_version: "1"
id: 12babc5b6817a8a5ffc53ebcd851d6e8ccaa3dfee4b17ac755bdb863d023f761
title: Configure and Personalize Survey Questions and Responses
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/concept_customize_questions_and_responses.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.concept_customize_questions_and_responses.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3e5a208ab1299e59d956ea3a0fc9f359b916d317a15eb35aca1704d2ac140e58
description: Personalize welcome messages, survey questions, and thank you messages by inserting field values in Salesforce records, participant details, company information, and custom values. Let participants upload documents in responses to attachment questions and respond to surveys in the email invitation itself. Validate participants’ responses to short text questions.
products:
  - Feedback Management
  - Service Cloud
  - Cross Cloud
release: "264"
---
# Configure and Personalize Survey Questions and Responses

Personalize welcome messages, survey questions, and thank you messages by inserting field values in Salesforce records, participant details, company information, and custom values. Let participants upload documents in responses to attachment questions and respond to surveys in the email invitation itself. Validate participants’ responses to short text questions.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small editions"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with the Survey Response Pack, Feedback Management - Starter, and Feedback Management - Growth licenses</td></tr></tbody></table>

- **[Use Merge Fields to Personalize Surveys](https://help.salesforce.com/s/articleView?id=xcloud.concept_merge_fields.htm&release=264.0.0&type=5)**  
    Define and insert variables for merge fields in welcome messages, survey questions, and thank you messages. Inserted merge fields resolve to field values in Salesforce records, participant details, company information, and custom values.
- **[Configure Attachment Questions](https://help.salesforce.com/s/articleView?id=xcloud.concept_upload_attachments_in_surveys.htm&release=264.0.0&type=5)**  
    Allow participants to upload documents such as receipts for warranty claims by including attachment questions in your survey.
- **[Create Surveys That Participants Can Complete from the Email Invitation](https://help.salesforce.com/s/articleView?id=xcloud.task_respond_within_email.htm&release=264.0.0&type=5)**  
    Create a one-question survey that participants can complete with a single click from within the email invitation.
- **[Validate Short-Text Responses](https://help.salesforce.com/s/articleView?id=xcloud.task_validate_short_text_responses.htm&release=264.0.0&type=5)**  
    Validate responses to short-text questions to help ensure the quality of feedback you receive.
- **[Create Survey Data Maps to Create or Update Records](https://help.salesforce.com/s/articleView?id=xcloud.task_create_data_map.htm&release=264.0.0&type=5)**  
    Incorporate feedback into your Salesforce org by creating data maps that automatically create or update case or other records based on a participant's responses.
- **[Create Data Maps to Send Custom Notifications Based on Survey Responses](https://help.salesforce.com/s/articleView?id=xcloud.task_send_custom_notifications.htm&release=264.0.0&type=5)**  
    Send custom notifications to alert your agents about survey responses. You can send custom notifications for every response or define response conditions to send notifications.
- **[Show Survey Progress to Participants](https://help.salesforce.com/s/articleView?id=xcloud.task_display_the_progress_bar.htm&release=264.0.0&type=5)**  
    Show a progress bar on surveys so that participants can see how far along they are.
- **[Customize the Thank You Message](https://help.salesforce.com/s/articleView?id=xcloud.task_customize_thank_you_page.htm&release=264.0.0&type=5)**  
    Customize the message that participants see when they finish the survey. Write multiple messages and then create the logic that determines which message participants view.
- **[Link to Webpages from the Thank You Page](https://help.salesforce.com/s/articleView?id=xcloud.task_thank_you_page_webpages.htm&release=264.0.0&type=5)**  
    Keep your customers engaged after they respond to surveys by adding links or redirects to your company website, social media pages, or other webpages on the Thank You page.