E-mail touchpoint - Upload participants manually via the platform

Getting your survey to the participants (your customers, the employees within your company, etc.) is a very important step to get results in your touchpoint. After uploading the participants, the uploaded participants will receive an e-mail invitation and will be able to fill out the survey.

IN THIS ARTICLE

1. Choose the best method to upload participants in your e-mail touchpoint
2. Upload participants via the platform
1. How to get there
2. One participant
3. Add multiple participants via file
3. Overview of added participants
1. How to get there
2. Participant overview
3. Upload history

1. Choose the best method to upload participants in your e-mail touchpoint

There are several ways to upload your participants in an e-mail touchpoint

• Manual via the platform - discussed in this article
• Via API
• Via a file drop on our FTPs server

When should you upload participants manually? 

• When you have a small group of participants 
• If you want to test the whole flow yourself. Remember that in this case you can’t delete your data afterwards.

When certainly not? 

If you have a dataset that you have to upload every day or if you want to survey customers immediately after their visit for example, manual uploads might be time-consuming.

Conclusion: It is useful to upload participants manually when you have a small dataset. If you have a large dataset to upload, you might want to consider other options.

... back to top

2. Upload participants via the platform

a. How to get there

Option 1

Click on the touchpoint settings icon of the touchpoint for which you want to upload the participants.

Option 2

• Click on touchpoint settings in the left navigation menu

  

• Choose the touchpoint for which you want to upload the participants

  

Look for the participants block in the touchpoint settings overview.

... back to top

b. Add one participant

To add one participant, click the button Add a participant in the Participants block of the touchpoint settings overview.

You will immediately go to a form where you can fill out everything you know of the participant you want to add. Only e-mail address and language are mandatory. The other fields are all optional. You can also add metadata to your participant. In case you touchpoint has mandatory metadata, do not forget to fill it out for the participant you want to upload.

... back to top

c. Add multiple participants via file

To add multiple participants in once via the platform, you can upload a file with the participant information included.

• This file needs to be in .csv format
• Include:
  • E-mail address (mandatory)
  • Language code: our system expects the 2-character ISO 639-1 Code (for example: EN, FR, NL, ...). (mandatory)
  • Personal information about the participant (optional)
    • First name
    • Last name
    • Phone number
    • Customer ID
  • Extra metadata: anything else you know about the participant and the interaction s/he had with your company (optional)

To learn more about how to create a good participant file, read this article.

Once your file is ready, click Upload participants in the participants block of the touchpoint settings and a mini wizard will open.

STEP 1: Drop your file in the drag & drop area or look for the correct file on your computer

STEP 2: Map your columns with e-mail address, language, personal information and metadata. It is possible to add a new metadata key directly from the dropdown in case you can not find yet what you are looking for. Rows in your file that are not mapped will not be uploaded in our platform.

STEP 3: Confirm the upload. A page with a progress bar is shown. You can safely navigate away from this page. This will not cancel the upload.

... back to top

3. Overview of added participants

a. How to get there

Option 1

Click on the touchpoint settings icon of the touchpoint for which you want to upload the participants.

Option 2

• Click on touchpoint settings in the left navigation menu

  

• Choose the touchpoint for which you want to upload the participants

  

Look for the participants block in the touchpoint settings overview and click manage.

... back to top

b. Participant overview

This part is under construction

... back to top

c. Upload history

This part is under construction

... back to top