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 

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

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. 

Mapping Contacts

Field mappings let you pass through unique information connected to each email address into the response metadata. 

Any columns unmapped will be added as Custom Filters.

The key to mapping contacts is that you will only want to map unique attributes for each customer (e.g. Email, Name, Customer ID) 

You do not want to map an attribute you want to filter by (Company Name, Store ID, Account Rep, etc.) 

When you are finished, click Import List 

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