👉 The Enrichment Tab is available to all users, including on the Free tier.
The Enrichment Tab lets you associate data you already have about your participants against their answers once they complete your survey.
The Enrichment Tab offers an ideal way to leverage OpinionX's advanced analysis tools without having to rely on a long list of survey questions to collect data you already have like your participants' names, emails, industries, job departments, current pricing plans, etc.
There are two ways to set up your Enrichment Tab:
Manual Setup
Create fields that you'll dynamically add data to later on via Hidden Fields links.File Import
Import a .csv beforehand with your data, ideal for Email Invites or Unique Links.
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Manually Setting Up Your Enrichment Tab
If you are not importing a dataset before launching your survey and instead will use Hidden Fields links to pull enrichment data dynamically from each participant's survey URL into your analysis dashboard, then you should manually set up your Enrichment Tab.
To do that, chose the "Manual Setup" button and add a field for each piece of data you'll associate with participants. Here's an example:
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Importing External Data To The Enrichment Tab
To prepare your external dataset for import, ensure that:
It is saved as a .csv file.
That each row represents one participant.
That each column represents one field (eg. email).
That each column has a header row with a title (optional but recommended).
Here's an example of what your enrichment data should look like before it is imported to OpinionX:
Once you're ready, go to the Enrichment Tab on the Setup section of your OpinionX survey dashboard, where you'll see an "Import Data" button for initiating the upload process:
Once you click this, a pop-up window will appear where you can add your CSV — either by drag-and-dropping it into the upload area or by clicking the upload area to open up your file explorer.
Next the Configure screen will appear for you to organize and clean up your data, taking steps such as:
Giving each section a name (this will be used later during analysis, so make sure it is something short and easy to understand that you won't confuse for other data types).
Choose whether any sections should be excluded entirely using the toggles.
Assign each section a data type, such as:
Unique: every person has a different answer (eg. name, phone num).
Categorical → many people share an answer (eg. country, gender).
Email → important for other features like email invites to work correctly.
Note: Data added to categorical fields are case sensitive — "Free" and "free" will create two separate categories within this field.
Once you've got everything configured to your liking, hit the "Next" button in the bottom right corner to proceed to the final confirmation step.
If OpinionX detects any issues with your data, it will display them as a list of actions on the final page. In the example above, it has identified two email addresses that are not correctly formatted. You can manually edit these fields here or use the "x" icons on the right to remove these rows from the upload entirely.
Once you have fixed these issues — or if no issues are detected at all — you can hit the "Begin Import" button to complete the uploading process. The popup window will close and you will automatically return to the Enrichment Tab where your newly uploaded data will appear.
To start associating this data with survey participants, you need to send personalized survey links out to each person. You can do this in three ways:
Use the "Invite" button to send email invitations to everyone ($0.10/invite).
Use the "Unique Links" button to download the list of invitation links and distribute them yourself (free for customers on the Analyze tier or higher).
Use triple-dot icon to copy one specific person's unique invitation link.
Once a participant completes the survey using one of these engagement methods, you'll see that the Status column will change from a grey "Pending" chip to a green "Complete" one. These participants will now appear throughout OpinionX's various Results Tabs, where you can use your enrichment data for things like filtering and segmentation analysis!
If you have a specific question that was not answered here, please use the live chat in the bottom-right corner of this page to ask us. By raising any unanswered questions, we can update and improve this document so that the same question is already answered for the next person :)
How to import more enrichment data and sync it all up correctly
If you have already done one import and now you want to add more data for a new set of participants, all you have to do is match the dropdown to the existing label for the previous import, like this:
Here's a video showing the whole process for repeat imports:
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How to delete unused columns?
Click the "Columns" button at the top of the Enrichment Tab, find the column you want to delete, and click the trash icon beside it to delete it and all its data from your survey setup:
