Add a Survey via CSV Import

To schedule or send survey interactions in bulk, you can upload a CSV file on the Surveys page.

To create or schedule new survey interactions through a CSV import:

1. Click Surveys > Your Survey.
2. In the Interactions section near the bottom of the page, click Add Interaction then Upload a CSV file of Interactions.
3. In the modal window that appears, select your CSV file and click Upload.

CSV file requirements

Each column in the CSV file must contain valid values. Since each column represents a survey attribute, the data must meet the guidelines for valid values for each corresponding attribute. To learn more about valid values for survey attributes, see the Survey Interaction Data Model reference article or the API documentation. 

In each row, you must also provide all of the attributes required for the configured survey type. For example, if the survey_type is email, then the email column must contain data since this attribute is required for email surveys. In this example, the phone_number value would not be needed since it is not a required attribute for email surveys.

Adding Custom Attributes

To add custom survey attributes to an interaction, you can add new columns that do not match any existing attribute. As an example, the CSV snippet below contains columns for customer type and status. Since neither of those are default attributes, Mindful Feedback will automatically create them as custom attributes populated with the specified values.