Product Guides: 360-Degree Feedback

Using Merge Fields to Customize Review Items

During the Target import process, administrators can choose to append additional tags that can be used for additional analysis in reporting. Review questions can also incorporate these tags to enable administrators to pose specific questions in a project. In order to use these merge fields, the administrator should include additional tags during the target import process . To incorporate these tags into the question, complete the following steps:

From the drop-down menu, select Setup >> Review Items

  • Click New Item or click the icon to edit an existing item

  • Use the following merge fields to pull target-specific data into question text:

[[fname]]

[[lname]]

[[altname]]

[[altname2]]

[[custom2]]

[[custom3]]

When the participant logs into the system, they will see the questions populated with the corresponding tags associated with the target record of the person they are providing feedback to.

**Please note: [[custom2]] and [[custom3]] fields are not compatible with pop-up messages to users related to required questions.


Last updated: Friday, February 28, 2020
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merge fields, review content, customize review content, custom review items, questions, target fields