Importing Contacts

Every time you wish to send a survey out, whether you’re starting from scratch or sending it out to more customers, you’ll need to import your contacts. 

 

In The Customer Happiness Score® Platform, there are two ways of importing contacts; by CSV file or by copy and paste.

 

We’d always recommend uploading a CSV file of contacts instead of copying and pasting them all in to your account. By using a CSV, you can import a large number of contacts in one go. Along with their email addresses, you can also import their names, phone numbers and tags.

 

When copying and pasting your contacts in to your surveys, you can only import email addresses.

 

 

Import a CSV file of contacts

When you’re on the ‘Contacts’ stage of the Survey Wizard, you’ll be asked to create a ‘Recipients group name’.

 

 

Click ‘Save’.

 

 

You’ll see two buttons: ‘Import CSV file’ and ‘Copy and paste’. 

 

Click ‘Import CSV file’

 

 

Drag and drop your CSV file.

 

Alternatively, click on the blue button to find and upload your CSV file.

 

 

After you’ve selected your file, you’ll need to map your fields. This is a simple step that ensures that your data is being stored inside the platform correctly.

 

All you have to do is match the names of the fields in your CSV file to the names of the fields in the platform. For example; if you have a field in your file named ‘Email addresses’, match this up with the ‘Email Address’ field in the platform.

 

 

Once you’ve done that, click ‘Import’ at the bottom.

 

 

A confirmation message will appear to let you know that your contacts have been imported.

 

 

Copy and paste contacts

 

If you’d prefer to copy and paste your contacts in, click on the ‘Copy and paste’ button on the ‘Survey Contacts’ stage of the Survey Wizard.

 

 

You’ll see a text box where you can paste or type in your contacts. 

 

Find your list of email addresses and highlight them. Right click on your mouse and select ‘Copy’.

 

 

Back in the platform, right click on your mouse again and select ‘Paste’ in the text box. 

 

Note: when copying and pasting contacts in, you can only import email addresses. You won’t be able to import their names or phone numbers.

 

 

Once you’ve pasted in all of your email addresses, click ‘Import’.

 

 

A confirmation message will appear to let you know that your contacts have been imported.

 

 

You’re now ready to move on to the next stage!

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