CX: Uploading a CSV + Scheduling & Field Mapping


CX: Uploading a CSV + Scheduling & Field Mapping

SURVEYMONKEY CX:SurveyMonkey CX is another SurveyMonkey product that helps increase customer loyalty. If you're interested in learning more, contact sales.

Uploading Lists

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

Mapping Fields

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.

Delivery Schedule

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: