CX Transactions- Excel Import

To send Surveys we need transaction details of all the Customers with their email-id.

How do I send the email surveys to the customers?

To send the email or SMS Surveys, transactions needs to be imported in the system.

The transactions can be imported:

    • Manual Import
    • Excel Import
    Survey Software Help Image
    • Excel Import:
      • Download the Transaction Import template.
      • Fill all the data and import the excel sheet.
      • Survey Software Help Image

Send Survey:

Go to: Survey >> click on send

Survey Software Help Image

Deploy >> Select Survey , Business Unit and Transaction after and before dates.

Survey Software Help Image
  • Select send options (Email, SMS, Email and SMS)
  • Select Email template
  • Enter link expiry days
  • Enter "From": Name and Email id.
  • Click on Next.
  • Survey Software Help Image

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