Welcome to the New CSV Importer! Designed to optimize the organization of your Contacts and expedite sending out surveys, our new, streamlined Importer combines the simplicity of the original with the automation of our Email to CSV Importer.
Don't have a CSV ready to upload? Head over to our page on Creating a CSV Database.
The CSV file that you have created can be thought of as a template for future CSV files. This is a key step to automate the process of bringing in Contacts and data on a regular basis. You've taken the time to know what custom data fields about your contacts you want to be brought into AskNicely. These data fields will be associated with your contact's responses as a way to track and filter their results. Use this Template to build new CSV databases so that you can have consistent reporting with other survey responses in the future.
Don't worry, if your needs evolve to add or remove some custom data fields, you can always change the format of the CSV template. However, you will need to create a new CSV Importer. Each Importer is tied to a specific CSV template. Changes to custom data fields (aka your column headers in the CSV file) will fail if the file does not match the Template used to create the Importer.
You can navigate to the CSV Importer App by going to the AppStore and selecting Integrate. Next, scroll down to CSV Importer. (You can also get there through the Import Contacts button on the Contacts Page.)
To start the process of importing your file, select Configure. Next, select Browse File or Drag & Drop a file into the box.
First, give your importer a thoughtful name - something that will make sense to you later, like "AskNicely Survey Recipients" or "Support Ticket Contacts." Be thorough in the "Description" field as well to help yourself remember the purpose of each CSV Importer that you create.
Next, you will need to tell AskNicely what to do with the Contacts imported on the CSV file so that the contacts in your CSV will be processed in the same manner every time.
Each of the radio buttons provide you with an automatic set of functions to act on the CSV file being imported. Read carefully as they have similar but unique actions.
Let's take a closer look at all your options:
New, updated, and reactivated
Our most popular option! This allows you to keep your current AskNicely Contacts list intact. The imported CSV gives the Contact list a refresh with up-to-date custom data fields, recently adopted contacts, and all those whom you want to make “Active”, allowing them to be eligible for a survey.
These options allow you to completely replace your Active Contact list in the Contacts Page. Contacts who are not on these lists will be set to Inactive and made ineligible/removed from receiving surveys. To bring them back, simply add them onto the next CSV you import or manually select them in the Contacts Page.
Sending a targeted survey has never been easier or faster! The system will send the survey defaulted to each contact based on their Trigger Field. No extra steps necessary. This action will follow your Global Contact Rules on survey cadence.
Adding in those last minute contacts to receive a survey before your scheduler starts? Capture the contacts that may not have been added in time for the schedulers to survey and have them queued for the same day. Contacts will only get their defaulted survey based on their Trigger Field. Great for different contacts that are triggered for different surveys.
No Longer Surveying
Here's your batch option to place specific Contacts you want to be given an inactive status to. People that you no longer want to survey or those you are not currently interacting with belong on your Inactive Contact list. They could be sent a survey in the future, but you do not want them eligible for the time being.
“But what if I want to force a survey out to all the people in my CSV file?”
Glad you asked. Nestled in the First and Third options above is the ability to send out a survey, regardless of when a contact was last sent one. When the Import Summary prompt appears after you have completed Column Mapping, the option to send a survey blast is available:
Once you click on the checkbox, another prompt will appear to adjust your Contact Rules. The system will refer to the newly imported contacts and check the last time they received a survey from AskNicely. Play around with the dates to dial in the number of contacts who will be eligible to receive the survey - the system will automatically update the number of eligible contacts each time you change the value:
Hot Tip: The Survey Blast option is not available when sending in your data
via email. The prompt will only show from within AskNicely on a manual import.
There you have it! Combine all the actions you want to accomplish with the CSV Importer and select the option best suited for your needs.
- If your data changes significantly, delete the old, out-of-date CSV Importers.
- If you'd like to receive a confirmation email every time an import is processed successfully, you can add your email address in the "Confirmation Summary Email will be sent to" field. Separate additional email addresses with a comma.
Make sure you check and confirm your settings before moving forward. Once the Importer is created, you cannot change the action settings, so if you need a new one, just delete the Importer and restart the process.
Defining Confirmation Prompt Terms
Decoding the terms is pretty straightforward. Newly Added, Updated, and Removed are all straightforward terms. Refer back to our Standard Options section above for definitions.
Skipped as duplicate alerts you that some of your email addresses are repeated in the CSV. You'll need to check the file and update your Contacts information.
Unable to Process means that there are email addresses with error or characters that make them invalid, a blank cell where an email address should be for a Contact, or additional rows at the end of your CSV file that may have hidden data in them.
Mapping ensures that the Data fields that were brought in with your CSV file are matched to the right data fields in AskNicely. You'll be prompted to choose what columns you want to import, ones you want to ignore, and what you want to import them as. Luckily, AskNicely can quickly understand your data points and pre-populates this with column headers from previous uploads. However, if you need to change the name of the matching (ie. “Region” is now “Country”), you will be able to do so here.
- Even if a custom field is recognized, the drop down selection will display the name as lower case and spacing shown with underscores
Advanced Settings for Custom Data
You have the option to choose to capitalize the first letter of the data included in a column to clean up your data. For example, if your data contains the header ‘City’ but the contact data contains the city randomly with upper and lower case such as ‘Washington’ for Contact 1 but ‘washington’ for contact 2, you can check the box to capitalize any first letter to upper case to make your data more consistent and easier to view. In the example below, we’ve made this field ‘Washington’ for all contacts.
Should your custom data include multiple data points, you separate them with a ; and indicate by enabling the check box. These column mapping settings cannot be changed once the Importer is saved. If everything looks good to go, select Continue.
This is your chance to review your configuration settings one last time before we import this CSV! If you are satisfied, select Continue. If you need to make any changes before locking it in, click Edit settings or Edit mapping or you can select Start Over to start from scratch.
Once you’ve moved forward, the Import Summary Prompt will pop up with details of the data that was imported. You did it! Congratulations!
Reminder: Once created, you cannot change the action or column mapping of the CSV Importer. To change how the system processes your CSV file, you will have to create a new CSV Importer or choose the one you've made that performs the action you need.
You can come back to the Import Contacts page anytime to upload data with the same format and processing method or use the unique email address associated with the Importer to send the file automatically.
To edit the name, description, or modify the confirmation email addresses, simply click on the name of the Importer you want to change.