---
schema_version: "1"
id: c0f5e41a23c4c6719e45bec3e02b6cec8acabed220b5d483f36d425c53de8db3
title: Use Merge Fields to Personalize Surveys
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/concept_merge_fields.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.concept_merge_fields.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2ef742ae7641c978ba908499a709d460046dd885038fecf8d96739a212c88b02
description: 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.
products:
  - Feedback Management
  - Service Cloud
  - Cross Cloud
release: "264"
---
# Use Merge Fields to Personalize Surveys

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.

<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 Feedback Management - Starter and Feedback Management - Growth licenses</td></tr></tbody></table>

- **[Select the Access Level for Merge Fields](https://help.salesforce.com/s/articleView?id=xcloud.task_merge_fields_access.htm&release=264.0.0&type=5)**  
    Select the access level for merge fields to ensure that survey participants view only the Salesforce data that you want them to see. When a participant opens a survey, it resolves the merge fields that the participant has access to.
- **[Configure Variables for Merge Fields](https://help.salesforce.com/s/articleView?id=xcloud.task_create_merge_field_variables.htm&release=264.0.0&type=5)**  
    Configure variables that define the information that you want merge fields to insert, including field values from records related to survey invitations, participant details, company information, and custom values.
- **[Insert Merge Fields](https://help.salesforce.com/s/articleView?id=xcloud.task_merge_fields_insert.htm&release=264.0.0&type=5)**  
    After you configure the merge fields, insert them to personalize welcome messages, questions, and thank you messages for each participant.
- **[Preview Surveys to View Merge Field Values](https://help.salesforce.com/s/articleView?id=xcloud.concept_merge_field_preview.htm&release=264.0.0&type=5)**  
    Preview surveys to see how inserted data looks for participants.