Data Enrichment

Overview

Data enrichment allows you to merge external participant data with your study results — adding demographic, behavioural, or contextual information you already hold into the same dataset as your survey responses. This eliminates the need to re-ask questions participants have already answered elsewhere, and enables deeper cross-analysis of your results.

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How It Works

The Matching Process

1. Navigate to the Table Data tab in your study results

2. Click Enrich

3. Upload a CSV or Excel file containing your existing participant data

4. Yazi matches each row in your uploaded file to the corresponding participant in the study using the phone number as the matching key

5. Matched data appears as additional columns on the right side of the table, alongside your study responses

Important: Your enrichment file must contain a phone number column, formatted consistently with the phone numbers in your study data (including country code). Mismatched formats will result in failed matches.

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What You Can Enrich With

From Recruitment Screeners

If your recruitment agency collected qualifying data before participants entered the study, upload that screener data to enrich your results:

• Demographics — age, gender, income, education, location

• Behavioral data — product usage, brand ownership, purchase frequency

• Segment classification — which quota cell each participant belongs to

This means you don't need to re-ask demographic questions inside the study itself, keeping the study shorter and improving completion rates.

From Your CRM or Customer Database

Merge internal customer data with survey responses to cross-analyse attitudes with actual behaviour:

• Customer tier — premium vs. standard vs. new customer

• Purchase history — recent purchases, average spend, product category

• Account status — active, dormant, churned

• Tenure — how long they've been a customer

From Previous Studies

Upload results from an earlier research wave to track changes in attitudes or behaviour over time:

• Map responses from Wave 1 to Wave 2 participants

• Compare individual-level changes across survey periods

• Identify participants whose views have shifted significantly

From Panel Providers

If using a recruitment panel, the provider may supply additional participant attributes:

• Panel ID — for tracking and incentive reconciliation

• Profile data — pre-verified demographics from the panel database

• Study participation history — other studies this participant has completed

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CSV Format Requirements

Your enrichment file should be structured as:

phone_number	field_1	field_2	field_3
[phone]	Female	28	Premium
[phone]	Male	34	Standard

Requirements:

• Phone number column is mandatory — this is the only matching key

• Country codes must be included — format consistently with your study data

• Any additional columns will be imported as enrichment fields

• Column headers become the field names shown in the table

• No limit on additional columns — add as many enrichment fields as needed

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Viewing Enriched Data

Once enrichment is complete, your table expands to show:

• All original study responses (left side)

• All enrichment fields (right side, clearly separated)

You can then:

• Filter by enrichment fields — show only female participants, or only premium customers

• Sort by enrichment data — order results by age, customer tier, or any other field

• Export combined data — download the full enriched dataset as Excel or CSV

• Use in Graph Data cross-tabs — cross-tabulate survey responses by any enrichment field

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Use Cases

Scenario	What You Enrich With	What You Gain
Customer satisfaction study	CRM data (customer tier, tenure, purchase value)	Understand how satisfaction varies by customer value
Product trial feedback	Screener demographics	Analyse responses by age, gender, income without re-asking
Panel research	Panel profile data	Leverage pre-verified demographics for deeper analysis
Longitudinal tracking	Previous wave responses	Compare individual-level attitude changes over time
Employee research	HR data (department, tenure, location)	Cross-analyse feedback by team or seniority

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Known Limitations

• Phone number matching only — the only matching key is phone number. If participants used a different number to complete the study than the one in your enrichment file, they won't be matched.

• Format consistency — phone numbers must be in exactly the same format in both files. A number with a + prefix in one file and without in another will not match.

• No automatic re-enrichment — if you update your enrichment file, you'll need to re-upload it to refresh the data in the table.

• Enrichment is per study — enrichment data applies only to the study you uploaded it to. It does not carry across to other studies.