👉 The Enrichment Tab is available to customers on the Ask tier or higher.
The Enrichment Tab lets you import data about your participants and then automatically associate it 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.
Important Info:
a. Participant data must be uploaded *before* they complete your survey.
b. You can associate enrichment data with survey participants in two ways: (1) export a list of unique links and distribute the links to recipients yourself, or (2) use the email invites feature to send each unique link automatically via OpinionX.
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How To Use The Enrichment Tab
To prepare your data for import, ensure that:
It is saved as a CSV file.
That each row represents one participant.
That each column represents one section of data (eg. first name).
That each column has a header with the column 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.
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 Ask 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 :)