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How to trigger survey using a URL?

  • February 19, 2026
  • 1 reply
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Using the FIN workflow, I’d like to trigger a bot survey using a URL. I’d also want some metadata passed over from FIN through the URL to our survey tool. How can I accomplish this? 

 

Metadata examples:

-FIN Conversation ID

-Category

Best answer by Nico Magbiray

Hi ​@Nelson Penney ,

To trigger an external survey and pass metadata like Fin Conversation ID and Category, you should use a Data Connector within your Fin Workflow to dynamically build the URL. Since standard Messenger surveys don't natively pass complex metadata through a shareable link, you can create a Data Connector that takes conversation attributes as inputs and returns a personalized URL to your survey tool (e.g., https://survey.com/?id={conversation_id}&cat={category}). Within your workflow, use a Collect data step to ensure the "Category" is captured by Fin, then trigger the Data Connector to generate the link, and finally present it to the customer as a clickable button. This hybrid approach ensures your metadata is securely preserved and accurately mapped to each individual feedback response.

Let me know if that worked.

1 reply

Nico Magbiray
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  • Nico Magbiray
  • Innovator ✨
  • Answer
  • February 20, 2026

Hi ​@Nelson Penney ,

To trigger an external survey and pass metadata like Fin Conversation ID and Category, you should use a Data Connector within your Fin Workflow to dynamically build the URL. Since standard Messenger surveys don't natively pass complex metadata through a shareable link, you can create a Data Connector that takes conversation attributes as inputs and returns a personalized URL to your survey tool (e.g., https://survey.com/?id={conversation_id}&cat={category}). Within your workflow, use a Collect data step to ensure the "Category" is captured by Fin, then trigger the Data Connector to generate the link, and finally present it to the customer as a clickable button. This hybrid approach ensures your metadata is securely preserved and accurately mapped to each individual feedback response.

Let me know if that worked.

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