The CSV file (UTF-8) is the most efficient way to send to multiple customers. If you want to send a questionnaire to more than 2 or 3 customers, we recommend proceeding this way.
If you don't have a CSV template files to import data into InputKit, you can check out this article which provides a downloadable template 👇
Table of contents :
How to import a CSV file to send multiple questionnaires
To send multiple questionnaires, go to the "Sendings" tab and then click on the "Send many" button :
Step 1 : Choose the sending and upload mode
You must choose your sending mode (email or SMS) and choose the upload mode. In this example, the selected sending mode is email.
Step 2 : Upload the CSV file (UTF-8)
Click on "CSV file (UTF-8)" to select this upload mode.
⚠️ It is very important that the file is in CSV UTF-8 format. This will allow the accents to be well managed in your sending.⚠️
Personally, I prefer to use an Excel file to make changes and then save it as a CSV UTF-8 file.
If you don't know how to export your file in a CSV UTF-8, here's a video that shows how to proceed 👇
In addition, it will be important to put the language (if you have bilingual sequences) and your departments (if you have any) in your file. Don't worry, when you go to export your customer list from your software, it doesn't matter if you don't have the language or the department. You can easily add it manually in a quick way by following this little tip : just go to your file (Excel for example), add a "language" column and then select a cell, click on the small square at the bottom right and move your cursor down to the last line :
For employees, if you have several for the same customer, it is important to separate them by commas in the same column:
Step 3 : Upload the list of customers and select the sequence
Once you have chosen the upload mode "CSV file (UTF-8)", you have to upload the list of customers and select the sequence to send:
⚠️Be sure to select the correct sequence.
💡Tips : you can select the sequence to send before uploading your CSV file.
After uploading the CSV UTF-8 file, make sure the number of customers makes sense.
Step 4 : Column's mapping
After putting all the necessary columns for sending in your CSV file, you will have to map the columns on InputKit :
If you see that a column has the value "Ignore" as a match, you can click on the drop-down list to go and select the correct value:
💡Don't forget to include the greeting if necessary and to make the mapping for the offices :
Step 5 : Verify and confirm the mapping
You will see an overview of the first 5 lines. It may be normal that your number of customers has decreased because of these reasons :
Customer is duplicate
Customer has unsubscribed
Customer has recently been contacted and is therefore removed from this sending
You will have to confirm that the mapping is correct to continue :
Step 6 : Schedule the sending
It's possible to schedule your sendings in the future. To do so, you must choose the date in the calendar and the desired time in the clock on the right.
⚠️ Be careful with the AM/PM. You can check if the time and date are right by looking at the "Scheduled for" :
If you want to send right away, just set the current time or press "send".