In our app, there are two ways to manually send a survey to consumers:
Manually typing in the name and email address of a contact to send the survey to.
Uploading a .csv file containing several contacts you would like to send a survey to.
This article will discusses how to upload a .csv to send surveys to contacts.
To start, you'll need to download the template for the .csv upload, or create your own to match the template.
Visit this link to download the .csv.
Alternatively, if you have a structured data source such as a CRM platform which you are downloading this information from, ensure the fields in the .csv download match the table below:
name | onBehalfOfId | |
|
|
|
Name (required): the First and Last Name of the contact who will receive the survey
Email (required): the Email Address associated with the person in the Name column
OnBehalfOfID (optional): Allows you to indicate the email address of a person internal to your company the contact is reviewing. This field is optional. If you do not intend to use it the field still needs to be present as column C, but does not need to be completed for each contact.
In order for the custom list to be successfully uploaded to Survey Loop your uploaded file needs to:
Be a .csv file
Contain Name in Column A, Email in Column B, and OnBehalfOfID in Column C
Contain a Name and Email for all contacts you intend to send a survey to