In order to send surveys, we need to tell AskNicely who to send surveys to. This is the primary function of your AskNicely Contact data.
Already have your CSV? Bring them into AskNicely with a CSV Importer.
Have a CRM? Check to see if we have compatible features or full Integrations here.
You can think of ‘Contacts’ in AskNicely as those lucky individuals you are going to send a survey to - usually your customers or clients. Getting this set up early is important, because it will give you a sense of what your Contacts data will look like, and you can use this to customize your surveys, emails and dashboard.
A CSV is the simplest & quickest way to bring Contacts data into AskNicely - especially when you are first getting started. Essentially, anyone who may be receiving a survey from your company, can be thought of as “Contacts Data.”
You will need a file containing your Contacts data, saved as a .CSV file format. This is something you can usually export from your CRM, or download from your computer. AskNicely recommends at least 50 contacts as your “pilot” to start. However, if your contact base is smaller, that’s okay too. The process will work the same no matter the size of your customer base!
- Just download our sample template form the CSV Importer to get started, it will include all the standard fields we normally use within AskNicely
- If you’re using your own file format, make sure your column headers start on row 1
- Add additional columns to include additional custom data fields you want to include
Name and email are required data points and should be column headers in your file. For additional data, decide which data points to include based on how you will want to survey and segment your Contacts. Helpful data points that you may want to consider are Store Location, Account Manager Name and/or ID #, Member ID, etc.
Think of your Contact data as a list of people to invite to a wedding.
Before you write the cards and send the invites, you need an idea of who gets an invitation in the first place. You will be sending the same invitation to everyone, but if they have a plus-one or someone is also invited to the rehearsal dinner or is part of the wedding party, we need to make sure that info gets included in their invitation, along with other key pieces of data like whether they have a plus one, if they are in the wedding party, if they're coming to the rehearsal dinner.... you get the idea.
This is how AskNicely "interprets" or "sees" your customer base - its "brain" is basically a spreadsheet.
Once we have your Contacts data in the system, AskNicely can see who your customers are, and set up rules accordingly - making sure the right people are sent the right surveys at the right time.
Then, after we've sent out surveys, we can group responses by the column headers we brought in - for our wedding example, we can get the collective NPS score of your whole wedding party as a group, or the NPS score of everyone that came solo vs. people who had a plus one, or the NPS of everyone that had a vegan meal vs. gluten free meal.
Good data really unlocks the power of AskNicely and can tell you a LOT about what is and isn't working at your business. So organize your data in a CSV so you too can become a true data nerd.