First party data let you use your own customer data to target and personalize surveys. Instead of relying on third-party targeting, you upload a list of known users - and we take care of the rest.
Step 1: Prepare Your Data File
Start by creating an Excel spreadsheet (.xlsx) or CSV with one row per respondent. You don't need to format it as an Excel table; a plain worksheet works. For Excel files, the platform reads the active sheet and uses the first non-empty row as the header.
Your file should include:
- One required column: a user identifier. This can be a customer ID, hashed email, or anything unique per respondent. Don't upload direct identifiers such as names, email addresses, or phone numbers — use a customer ID or a hashed value instead. The identifier you supply is stored against the respondent source and used to generate each respondent's unique survey link and to match their responses back to your list. The default header for this column is
Identifier, and it can be renamed on the respondent source. The identifier must be unique within the file — if any value appears more than once, the upload is rejected. De-duplicate before uploading. - Optional columns: any other data you want to use to pre-fill survey answers (e.g. Age, Region, Customer Type, Annual Spend). These should match question codes in your survey — more on that below.
Large lists are supported - if you're planning to upload a particularly high volume, talk to us first and we'll confirm the best way to set it up. You can upload multiple respondent source, but total size depends on the length of your IDs and the number of fields.
Step 2: Upload Your Data
Once your file is ready:
- Go to the Summary tab of your survey.
- Click Add Respondent Source and select First Party Data.
- Save the new source, then use Upload file to select your Excel file — the upload control becomes available once the source exists.
- The system will validate your file and make the data available to your survey.
Step 3: Match to Survey Questions
To use first-party data in your survey:
- Ensure that your question codes align with the column headers in your file.
- For example, if your file has a column labeled 'Age,' include a question in your survey that asks the respondent to state their age.
- When the survey runs, this data is used to pre-fill answers, so the respondent doesn't have to answer that question again.
In addition to question codes, any column header that exactly matches the name of a stored variable in your survey will be auto-matched to that variable. This means you can pass through values directly into survey logic and personalization without needing a corresponding question. Matching is exact and case-sensitive, so make sure the column header is spelled identically to the stored variable.
You can also include metadata that doesn't appear in the survey (e.g., Segment, Spend Band). If there's a matching question code or stored variable in the survey, it'll be available in the reporting.
Step 4: Distribute Your Survey
Once everything's set up:
- Launch your survey as normal.
- You'll be able to download a spreadsheet of unique survey links, one per respondent.
- Send these out however you like - email, SMS, in-app, whatever fits your workflow.
Configuring what happens after Survey Completion
Usually, you'd enter a URL in the completion_url that you want the respondent redirected to after completing the survey. The URL will have appended a status element in the query string as follows:
- ?status=complete
- ?status=terminated
- ?status=refused_consent
- ?status=quota_screenout
- ?status=quota_overquota
- ?status=poor_quality
- ?status=duplicate_respondent
If you don't want to redirect at the end of the survey, leave the completion_url field blank.
Bonus: Enhanced Reporting with First Party Fields
Adding fields such as actual spend, segmentation, or tenure allows you to go beyond survey responses in your analysis. As long as the data maps to a question code, you can filter, cross-tab, and chart it in MX8 Labs' reporting tools.
For example:
| First Party Field | Question Text | Used for |
|---|---|---|
| AnnualSpend | What was your total spend with us last year? | Survey logic and reporting |
| Segment | Which customer segment are you in? | Filtering & analysis |
| Tenure | How long have you been a customer? | Cross-tab & reporting |
| Region | Which region are you based in? | Pre-fill & segmentation |
| CustomerType | Are you a business or personal customer? | Pre-fill & analysis |
Need help formatting your spreadsheet or mapping questions? Get in touch through the box on the bottom left - we're happy to walk you through it.