Reduce repeated typing and keep contributor answers consistent with manual choices, a linked dataset or a prefilled upload link. A dataset connects a selected value with related information: for example, one store selection can identify its store code and region.
Choose the right method
- Short category list: use manual choices.
- Related values, such as a store and its region: use a linked dataset. Follow the steps below.
- Contributor arriving from a survey or CRM: use a prefilled link and, if needed, a completion webhook.
Use manual choices for a short list
Open Collect → Contributor Data and select Add a Question under Structured Contributor Fields. Choose Single Select or Multi Select, enter each option and press Return after each one. This creates a choice list; it does not identify a contributor or retrieve a personal record.
Create the dataset
- Prepare a CSV with a header row and one record per row.
- Choose a unique, nonblank key for each record.
- Open Datasets in the workspace navigation.
- Select Create a New Dataset, upload the file and review its structure.
- Choose the appropriate key column and save using the controls provided.
See CSV formatting guidance for an example.
Link it to a project question
- Open Collect → Contributor Data.
- Under Structured Contributor Fields, select Add a Question.
- Choose the appropriate Free Text, Single Select or Multi Select response type.
- Use the dataset-linking control to choose your dataset and key column.
- Enter a clear question and short label, then save the project.
Use the related data
The linked key values constrain the question’s accepted answers. Associated columns can support the configured tagging and video-template workflow. Configure any desired answer-to-tag behavior. In Video Template Builder, select the dataset-linked question from the dynamic-field menu to choose an available related column.
Example: store and region
A contributor chooses store S002. Its dataset row identifies Riverside in the South region. Use those values where the project needs consistent labeling, rather than asking the contributor to type each one separately.
Use a prefilled link for a system handoff
When a survey, CRM or other system already knows the contributor, open Integrations → Prefilled links. The name parameter can prefill the contributor name; an opaque external reference lets your systems match the submission later.
Additional URL metadata does not automatically create visible Contributor Data questions. See the prefilled-link guide for supported parameters and examples.
Check the contributor experience
Open the upload link and verify the question, selection behavior and resulting submission data with a sample record. Review tags and overlays before collecting real responses.
Privacy and access
Include only data appropriate for the workflow. Type-to-search reduces scrolling; it is not a login or identity check. Neither a dataset lookup nor a prefilled URL is authentication. Keep sensitive records in the originating system, pass an opaque reference where possible and do not use a dataset lookup alone to protect confidential records.