If you are using Zoho CRM, you can sync your contacts to AskNicely using their Reports tools.
We will be using three tools in order to make this process completely automated:
- A Zoho Report with all your active contacts for you business (you will need to create this - we recommend "active contacts" vs "lease", or other types of contacts)
- Zoho Report Scheduler (Zoho Professional +) - we will use this to email our report daily as a CSV.
- AskNicely CSV Importer. This will create a special email address we can use to import the Zoho Report and process it correctly.
Step 1: Configure the Zoho Report to bring all necessary data points and Contact data into AskNicely; then, export that report as a CSV.
Step 2: Go into the Contacts Page in AskNicely and Import Contacts. Follow the instructions to create a new CSV Importer. Once completed, the Importer will provide you with an email address to mail the report to.
Step 3: Go back to Zoho Report Scheduler and set up a journey to send an email on a nightly basis with the report you built attached. When the file is sent to AskNicely, AskNicely will receive the file and your contacts import will be fully automated.
Can I have more than one Zoho Report that I send?
Yes, you will need to repeat the steps above for each report.
Can I email all the contacts in the report immediately?
Yes, you will need to configure a specific CSV Importer to email the contacts found in the report. AskNicely will obey you contacts rules found at the bottom of the "Send" page.
Will the survey responses sync back into Zoho?
Maybe, but it could be possible to use the 'email parser' in Zoho to create a basic workflow for data coming back via email. You can find this in you Zoho Settings > Channels > Email Parser. It will require you setting up certain fields to capture the NPS score + comment. (In AskNicely you will need to create a email Workflow to send this data to Zoho).