Add Surveys (Batch Import)

Notes:

Upload this file last to launch the survey. It will launch based on the Schedule Date in the file.

Order of Upload

Users – Upload first to ensure senders are in CFT.
Contacts – Upload second to add survey recipients.
Projects – Upload third to define project details.
Batch File – Upload last to launch the survey. Upload only once to avoid duplicates.

From the top banner, click Review, and from the dropdown, select Send Multiple Feedback Requests.
Next, download the Batch Import Template file (skip to the next step if you already have your file).
1. Click Template, followed by the Download button. This action will initiate the automatic download of the Batch Import Template file to your device.
1. Survey Type (Column A)
  1. Enter "Client", "Vendor", or "Employee"
2. On Behalf of (Column D)
  1. Enter the email(s) of the Sender(s)
3. Recipient Information (Columns E, F and G)
  1. Enter the Recipient First Name, Last name and Email
4. Project Number (Column K)
5. Project Name (Column L)
6. Project Group(s) (Column M)
  1. If multiple Project Groups are listed, separate them with a semicolon without a space after it.
  2. Example: O: Albuquerque;R: Southwest
7. Survey Id (Column N)
  1. Each survey template created is assigned a Survey Id, add that to this column.
8. Close Date (Column Q)
  1. Enter the Close Date here. This date should be 2 weeks (14 days) after the Schedule Date, unless specified otherwise.
  2. All Date columns should be formatted as MM/DD/YYYY (two digits for the month, two digits for the day, and four digits for the year).
9. Send Reminder (Column R)
  1. Enter Yes to send a reminder.
  2. If left blank, it will default to No. If you do not want to send a reminder, enter No in this column.
10. Reminder Date (Column S)
  1. Enter the Reminder date here. This should be 1 week (7 days) after the Schedule date unless specified otherwise.
11. Allow inviting additional people (Column U)
  1. Enter Yes to allow recipient to forward a survey to another person.
  2. If left blank, it will default to No. If you do not want recipients to forward the survey to others enter No in this column.
12. Email Subject (Column V)
  1. Enter the Email Subject Line you want recipients to see when they receive the survey in this column.
13. Schedule (Column AH)
  1. Enter Yes if you want to schedule the survey to send at a later date. CFT will send the survey on the date you enter in column AI.
  2. Enter No if you want to add it to CFT but not send it.
  3. Enter Send Now if you want the survey to be sent immediately.
14. Schedule Date (Column AI)
  1. Enter the date you want the survey to send.
  2. Surveys enter the queue for launch at 6:00 AM ET on the scheduled date.In the Batch Import Template, complete the following required fields:
Now that you are ready to upload your file go to the Batch Setup tab and click Upload
In the Upload Batch Template pop-up window, click the Select File button. This action will allow you to choose the Batch Import file that you created.
Once the file has been uploaded successfully, click Read.
On this screen, you can review the data being uploaded. Please verify that all data fields are accurate and complete.

Additionally, review the Summary of Batch Import box (located in the lower right-hand corner) to make sure the total count matches the number of contacts you intend to create or upload.

If the numbers match the number of contacts in the batch file you can now Click Save/Send.

This will prompt another box to appear on the screen click Send.
View Detailed Log (Optional):

After your file has been imported, you can click View Detailed Log to download an Excel file showing all processed records. The log will list which records were successful and which failed.

Add Surveys (Batch Import)

To add the batch surveys to your account in Client Feedback Tool (CFT) at one-time, you can do so via the batch import process.

Order of Upload