CX: Uploading a CSV + Scheduling & Field Mapping
When sending the NPS survey through an Email List, you can upload a CSV of your contacts into CX. This is often the easiest and fastest way to deploy the survey to your customers, and is a great option when getting started with CX.
First, when in Data Sources, be sure to select Email Lists as a data source.
Then, click Next . Add localization if required, and if not, click Next again.
If you need help creating or formatting a CSV, click CSV Instructions, which will walk you through the process of setting up a CSV file on your computer.
If you already have a Customer List in CX, you can choose Select An Existing List
To upload a CSV file from your computer, drag and drop it into the box to upload, or click into the box to upload the file.
When the contacts are uploaded, you'll see a List Preview to verify that the information is correct:
To make any changes, click cancel the import, re-edit the CSV and upload it again.
When you're finished uploading, click Name Your List to create a custom name
Next, you'll be required to map the columns of your CSV file into proper fields. Use the drop-down menu's for the CX Data Choice's to match it to the correct column in your CSV. If you will not be mapping a particular column for your CSV, choose "don't import this field."
Your existing custom attributes and custom filters will be included as choices. If a column in your CSV will be a new filter or attribute, choose "New Custom Filter" or "New Custom Attribute", accordingly.
You'll next set up a Delivery Schedule, which designates when the NPS survey will be delivered to your respondents.
For example, if you want the survey to go out to customers over a period of 7 days, you would select a date range of 7/17/2017-7/21/2017. If you want all invitations to go out on the same day, select a date range that has the same date (7/17/2017-7/17/2017)
You can also set an automatic reminder to go out either 3, 5, or 7 days after the initial invitation.
To view your list's response rate, delivery rate, bounced, opted out, and more, click Download Stats from the Customer lists page: