You can send contact information via SFTP to Surveypal and we will send invitations for your survey.
NOTE: You can also use external links if you are able to send emails from your own system. External link is the easiest way for integration. See how to create external links.
How I can use this
You can use this integration for example customer satisfaction survey and take contact information from CRM, or you can take information from your HR service and ask employee satisfaction once every month.
Move file to our server
You need to transfer your file to Surveypal SFTP server. We will give you server information and you can configure automation which transfers the file for example once every day.
- Send one file for one survey. If you have three surveys you must send three files so we can send invitations to the correct survey.
- If you want to use email and SMS invitations, you have to send these in different files: one for email invitation and one for SMS invitations.
- You can decide the file name but make sure that there is always same prefix. For example if you want to send email invitations, file name could be
yourcompanyname_email_20170822150015.csv where only datestamp will change when you send new file.
- File type: CSV
- CSV separator: semicolon (;)
- First line contains headers.
9001520233051922;+3585012345678;23;Queue1;106;Agent1 Test;2017-04-05 11:57:31.547;2017-04-05 12:03:55.307;182;3;198
9001520233051923;+3585098765432;23;Queue1;106;Agent2 Test;2017-04-05 11:57:31.547;2017-04-05 12:03:55.307;182;3;198
From this file we will send invitation to number which is in field "phonenumber" and save all other fields to answer background information.
How often should I send files
It depends how often you want to send invitations. For example:
- If you have call center then you should send file every hour so customer receives invitation message right after call.
- If you ask customer satisfaction after sales meeting then it might be enought to send invitations once every day.
For more information contact us: firstname.lastname@example.org.