Adding Contacts to Survey

How and when you upload your customers depends on what you prefer. We have recommendations based on creating the best user experience:

• To maintain an effective response rate, upload your customers as close to the project/job/stage completion date as possible.
• If you’re uploading more than a handful of customers at a time, use the import tool (see below) to upload a spreadsheet.
• Customize your surveys, if you need to, before uploading clients.
  You’re welcome to use whatever customer input method works best for your processes!

Using the Upload Tool:

The uploader only works with a .CSV or .xlsx, so before you begin, please ensure your file is saved in the correct format. Follow these steps below to use the uploader tool:

From the import contacts page, select your .CSV or .xlxs file for upload

1. Map your columns. Your columns will come from your spreadsheet headers, so they don’t have to match to be mappable, as long as you recognize the headers. Manually select the appropriate header for the column name. (Example: you may want to map a column called “customer" to "name" if it doesn't automatically sync). You can skip any columns that you don’t want uploaded. Click Next to move on.
2. Add Types of Work. Click Next to move on.
   En masse: Use the +type of work option in the header of your page
   Individual: Use the +type of work option next to the customer name.
3. Add Team. If you didn’t import Crews from your spreadsheet, you can add them now, or add additional crews to your projects for reporting. Click Next to move on.

4. Review your import. Once everything is set up in your import, you can review it before you launch any surveys and make any adjustments necessary. If everything looks correct, hit the blue Import button in the top right. A window will pop up asking if you’re ready to send the surveys now, or if you want to wait and send the surveys manually at a later date. The survey selected will be the survey that goes live to the entire spreadsheet:

    

   If you would like to select a different survey, you can remove the current one and click Add Survey and select a survey to add from the dropdown. You can also update the survey schedule at this step if need be.