Overview

Data Enrichment allows you to add additional information to survey respondents using a separate reference dataset. Instead of combining contact data with additional information manually, you can upload the reference data as an Enrichment List and connect it to your contacts using a Unique Key, such as Customer ID, Employee ID, Scheme ID, or another identifier.

Once the data is matched, the enrichment properties can be used for personalization, Pipe Text, survey logic, filtering, dashboards, and analysis.

For example, an Enrichment List can contain information such as:

• Region
• Language
• Brand
• Customer segment
• Scheme
• Theme or branding information
• Other respondent-specific attributes

Enrichment Lists can be reused across multiple surveys, allowing you to maintain reference data separately without repeatedly uploading the same information.

Key Use Cases

• Personalize surveys based on respondent information
• Apply survey logic using additional respondent attributes
• Display dynamic information using Pipe Text
• Filter and segment survey responses
• Use additional respondent data in dashboards and analysis
• Configure themes, branding, or language based on respondent attributes
• Maintain reference data separately from Contact Lists

Creating an Enrichment List

To create an Enrichment List:

1. Go to Contacts → Enrichment Lists.
2. Click Create Enrichment List.
3. Upload a CSV file containing the reference data.
4. Map the CSV columns to the required enrichment properties.
5. Select one column as the Unique Key.
6. Enter the Enrichment List name and description.
7. Click Create List.

Only one column can be selected as the Unique Key. This value is used to match an enrichment record with the corresponding Contact or Metadata value when the survey is shared.

Mapping CSV Data

During the mapping step, you can configure how each CSV column should be imported. You can select the property type and property name for each column and choose Don't import for columns that are not required.

Supported property types include Text, Dropdown, Number, Date, and DateTime.

The system can automatically map or create properties when the CSV column names match existing properties.

Managing Enrichment Lists

The Enrichment Lists page provides an overview of your available lists, including the list name, number of rows, number of columns, description, and last updated date.

You can open an Enrichment List to view:

• Data – View the records stored in the list.
• Properties – View and manage the properties created from the CSV.
• Import History – Review previous uploads and updates.

An Enrichment List can be reused across multiple surveys.

Using Data Enrichment in a Survey

After creating an Enrichment List, you can associate it with a survey through Survey Settings.

Enable Enrich this survey with data, select the required Enrichment List, and map its Unique Key to the appropriate Contact or Metadata property.

For example:

Enrichment List Unique Key: Scheme_ID
Contact/Metadata Property: Scheme ID

Enrichment Properties will appear on surveys only when enrichment is enabled and an Enrichment List is selected in Survey Settings.

Using Enrichment Properties

Once an Enrichment List is selected in Survey Settings, its properties become available in supported areas of the platform.

Enrichment Properties can be used in:

• Pipe Text
• Survey Logic
• Filters
• Crosstabs
• Dashboards and Analysis
• Other supported personalization features

For example, if an Enrichment List contains a Language property, you can use it to apply different survey logic or personalize the respondent experience based on the respondent's language.

Similarly, properties such as Brand, Region, or Theme can be used to determine the content or survey experience shown to different respondents.

Enrichment data is particularly useful when different respondents need different survey experiences based on information that is not directly stored in the Contact List.

Updating Enrichment Data

Existing Enrichment Lists can be updated when the underlying reference data changes.

To update an existing list:

1. Open the required Enrichment List.
2. Click Update Data.
3. Download the existing enrichment data.
4. Make the required changes.
5. Upload the updated CSV.
6. Review any data or dropdown values that require attention.
7. Map the data to the existing properties and update the list.
   

Do not modify or remove the Unique Key column when updating an existing Enrichment List. SurveySensum uses this identifier to match the updated records with the existing data.

Managing Enrichment Properties

Properties created from an Enrichment List can be viewed under the Properties tab.

Depending on the property type, you can update property information such as its name or dropdown options. Properties can also be deleted where supported.

If an enrichment property is changed or deleted after being used in Pipe Text, survey logic, or other configurations, the existing configuration may no longer work as expected.

What Happens When Enrichment Data Is Matched?

During survey sharing, SurveySensum uses the configured Contact or Metadata value to find the corresponding record in the Enrichment List.

When a match is found, the enrichment properties are attached to the respondent and become available for use in the survey and analysis.

If no matching record is found, the survey can continue without the enrichment properties.

Make sure the value in the Contact or Metadata property matches the corresponding Unique Key value in the Enrichment List.

What Happens When the Enrichment List Is Changed?

If you change the Enrichment List associated with a survey, the new list becomes the active source for subsequent survey sharing.

Previously used enrichment properties may continue to remain available in the survey builder, but they will not receive values from the newly selected Enrichment List.

Updating an existing Enrichment List is different from changing the list associated with a survey. When you update a list, the same list remains associated with the survey and its latest saved data is used for subsequent survey sharing.

Existing responses are not changed when an Enrichment List is updated. The updated enrichment data applies to subsequent survey sharing.

Best Practices

• Use a reliable and unique identifier as the Unique Key.
• Keep the Unique Key consistent between your Contact/Metadata data and Enrichment List.
• Do not modify the Unique Key when updating an existing list.
• Use descriptive names for Enrichment Lists and properties.
• Import only the data required for your use case.
• Review Import History after updating data.
• Verify that enrichment is enabled and an Enrichment List is selected before configuring Enrichment Properties in the survey.
• Test any Pipe Text or logic that depends on enrichment data after making significant changes.