Transaction column Data Format: There are different formats in which you can define your data.
Transaction details: Based on the format, you can enter all the details. Note: the phone number has to have the country code.
Step 6.b: Excel Import:
Create an excel sheet with the following format: Email Address,(Country code) Mobile No,Product,ProductGroup,First Name,Last Name, Transaction Date (mm/dd/yyyy),Custom 1,Custom 2,Custom 3,Custom 4,Custom 5,...,Custom 255
Select Business unit: There is always a default business unit. Or you can create a new one.
Choose the excel sheet and import.
Step 7: Click Continue
Step 8: Click on Survey >> Click on the survey you want to send >> Send >> Send
Step 9: New Invitation -
Select business unit.
Transaction after and before date : This identifies when you uploaded the contacts.
Step 10: Select the Send Option as "Email" and make changes in Email Body.
Step 11: Next
This feature is available with the following license :