Goal: Build a CSV spreadsheet to import your People data.
Prerequisites: A list of your customers, most likely exported from your CRM, POS, or Customer Support system.
Bringing in your People with a CSV
A CSV is the simplest.& quickest to bring People data into AskNIcely.
To bring in your People Data: we will need a CSV (usually from your CRM) that tells a story: we want to know who your customers are, what they have purchased, and what interactions they've had with your company so far. We recommend 100 customers as your "pilot" - this will provide a perfect sample set.
- Name and email are required column headers in this spreadsheet. (Column headers = "data points" in AskNicely lingo.)
- Your column headers (aka “data points”) need to be in Row 1 of your spreadsheet.
- We want this spreadsheet to have the same column headers in the same order every time you import it; if the data is inconsistent, your results will be inconsistent.
- This video walks through the process of importing People data.
- This article has some examples of some other helpful column headers (aka "data points"): Product Type, Account Manager, CRM id, country, store location, Salesperson name, site name.... whatever helps tell the story of who your customers are and how their journey with you has gone so far. Here is an illustration of what your data might look like:
Multiple Survey Templates
If you will have multiple "audiences" of people that will require different messaging, (Support customers vs. New Customers, Parent Brand vs. Child Brand), we will need to have a column that helps us tell these audiences apart.. We will the have one Survey Template for each one of these audiences.
The easiest way to do this is to have a column called "segment" in your CSV - per the example below, we will want to have separate surveys for our Ukraine and our China customers, so we will use that as our "segment" column.
Here is more information on this topic. Please reach out to your Customer Success Team representative if you need more help!
Importing Your CSV
Once you've got your CSV built, it's time to import.
Click People > Import People > Import from CSV, then select the file you want to import or drag and drop it into the window..
Once your file is uploaded, you'll be prompted to choose what columns you want to import, and what you want to import them as.
- IMPORTANT: If you are importing a "segment" column, make sure it is matched to "Segment" in the "Match With" dropdown column!
- First name, last name, and email usually match automatically.
- For the rest of your column headers, choose the bottom option:
"Import as: [fieldname]"
- If you don't want to import a data point into AskNicely, you can choose Skip this Column.
Once everything is matched up the way you want, click Confirm Matches.
You'll see a display telling confirming the matches you just made. If something doesn’t look correct, click Change Columns. If everything looks good, click Run CSV Importer.
It may take just a moment to import. When the import is completed, you'll see a confirmation screen giving you a breakdown of what you've imported and how it relates to the data already in AskNicely.
Once you’ve completed your CSV import, you'll be presented one last dropdown menu with three choice:
- Deactivate the people in AskNicely and not in your CSV: This is best used when you are bringing in a list of all your active customers and want your CSV to be your only list.
- Deactivate the people in AskNicely that are in your CSV. This would be used if your CSV was a list of customers you wanted to make sure aren't surveyed. (i.e. customers that churned.)
- Keep everyone: This will import everyone in your CSV and leave your existing customers as-is.
Once you have made your choice, click Save and Continue to be taken back to your People tab, where you'll see that your people have been imported!
Well done! Your contacts are imported!
Next, you'll be ready to Customize Your Survey.