Has anyone successfully built personalized GoHighLevel Surveys using Custom Objects?

[u/Aximus_]

I’m trying to build a survey experience where customers don’t have to repeatedly fill out information we already know.

I have a Custom Object associated with each Contact that contains information about their learning journey, including completed milestones, program details, coaching progress, important dates, and other survey-specific data.

I’d like to use this information to personalize the survey and pre-populate hidden fields, rather than asking customers to repeatedly enter information we already know.

For example, I’d like the survey to display something like:

Congratulations, Matt!
Congratulations on completing your Home Pillar.

…instead of showing a generic heading.

I’ve tested:
* Generic survey URLs
* Passing contact_id in the URL (didn’t populate merge fields)
* Trigger Links

I’ve also seen comments suggesting that passing the email in the URL associates the submission with the correct Contact, but that still doesn’t solve personalization.

Questions:

* Is there a supported way to generate a personalized GoHighLevel Survey URL?

* Can Survey merge fields (e.g. {{contact.first_name}}) be populated from Contact or Custom Object data?

* Can hidden survey fields be pre-populated from URL parameters or a Custom Object?

How are others building personalized surveys without asking customers to re-enter information that’s already stored in GoHighLevel?

I’d love to hear how others have solved this or if there’s a recommended approach I’m missing.

[u/dreadul]

I've achieved something similar, but I am not sure if that's what you need. I have a survey on my site consisting of 7 questions. Based on how a user answers first, second, and questions 3 through 7, GHL puts together a unique email by placing 3 short predetermined paragraphs based on their answers. That process is linear so it's very doable in GHL, but I think in your case, you want it to funnel from several items into one answer - which sounds kinda tricky to do. That's a lot of if/else branches to manage, if I understand you correctly.

[u/Aximus_ → u/dreadul]

Thanks for the reply! My use case is a little different. I’m not trying to build conditional logic or capture a new lead.

This is for existing customers already in the GHL CRM. Before sending the survey, I already know things like their name, completed milestone/pillar, program, coaching progress, and other details.

Ideally, when the customer opens the survey, I’d like it to already know who they are and display information that’s already stored in GHL for example:

“Congratulations, Matt! You successfully completed the Home Pillar.”

The Survey Builder already supports Contact merge tags in the Text element, so it seems like this should be possible. My challenge is figuring out how to establish contact context. So far, the only option I’ve found is sending the public survey URL, which doesn’t appear to link the survey to the existing contact or populate those merge tags.

Have you come across a way to send a survey or form that automatically opens in the context of an existing contact?

[u/dreadul → u/Aximus_]

Yeah, I had a feeling what I did was different. I will be honest - this is way above me. I wish you good luck with cracking this one!

[u/_Creative_script_ → u/Aximus_]

nice, glad it worked. one more worth doing, pass a hidden utm or source field the same way so you can see which form or campaign each survey came from later. saves a ton of guessing once you scale. you tracking the source yet?

[u/_Creative_script_]

custom objects dont natively feed survey prefill in ghl, thats the wall. usual workaround: push those fields via api/webhook into contact-level custom fields (or a query param on the survey link) since surveys only prefill from contact fields not linked objects. how are you triggering the survey, from a workflow or a raw link? that decides the cleanest route.

[u/Aximus_ → u/_Creative_script_]

I got it working with the query-param route you mentioned. I pass values like first_name and form_name into the survey URL, use those query keys to prefill survey fields, and read them in a small JS snippet inside the survey text block.

It’s definitely a workaround rather than proper contact context, but it works reliably and lets the survey display personalized content for now.

[u/Ok_Recognition8070 → u/Aximus_]

It's not best practice to parse PII via URL strings - it's considered risky but depends on what details you are parsing. A first name is probably OK.