General Validation Rules and Customization Guidelines

General Validation Rules

• Metatag Priority: Any metatags passed through will overwrite those added in the survey on our web application.
• Optional Metatags: You do not need to provide all possible metatags. If a metatag isn't added, we apply what is saved in the web application.
• Survey Question Placeholder: The survey question must include a placeholder for the question subject.
• Character Count Enforcement: We enforce a character count limit of 100 for survey question and question subject metatags.

Customizing Requests and Thank You Notes

General Customization Rules

• Element Usage: If you use all elements (all scores), you cannot also customize by score for that recipient.
• Customize by Score:
  • For request_for_comment and thank_you_note, if you use "customize by score," you must provide values for all three options (promoter, passive, detractor). These values cannot be null.
  • For thank_you_link_text and thank_you_link_url, you do not have to use all "customize by score" options. You can choose to customize for just one or two (e.g., only promoter, or detractor and passive). Any fields not provided will be presumed empty.
• Request for Comment Placeholder: It is recommended (but not required) for the request_for_comment to include a placeholder for %[score].
• Thank You Link Text and URL: Both the thank you link text and URL must be filled in all scenarios, or neither should be. You cannot have a link text for passive and a URL for detractor.
• URL Formatting: Ensure the URL is correctly formatted.

By adhering to these guidelines, you can effectively customize your surveys and responses while maintaining the integrity and functionality of the application.