Do you want to be able to filter your responses in the dashboard? That's possible if you add custom fields to your recipients.
Make sure you create an Excel file with the first three columns containing Firstname, Lastname and Email. These are necessary for the tool to recognize the contact. Even when you don't know or use a first- or last name, it's still important to create these columns. You can leave them empty, as long as you add them.
Enrich your file by adding the preferred custom fields in columns D and further. The first row (D1, E1, etc.) always contains the column title (i.e. the property).
For example, add 'RecruiterName' to the file and add the right name to each contact to the file. Often, this type of information can be exported from your ATS system. Make sure you're consistent in how the name of the Recruiters name is written.
Note: The system is sensitive to capital letters and won't recognize the same recruiters when written differently.
Save the file as a CSV file (see picture below). The uploaded file can directly be used in the tool to send your invitations to your recipients. Unsure how to create a CSV file? Click here for some instructions.
We recommend watching this video to learn more about how to upload a CSV file with custom fields.
When your survey is ready to use and your contact file with custom fields is complete, you can invite your contacts in three simple steps. Go to Distribute > Invite respondents > Select Survey > Upload contacts. You can immediately upload your complete CSV file here:
You can upload the CSV file here, or use the Copy/paste from CSV functionality. After sending out the invitations and receiving responses you can start filtering the feedback.
For more information about uploading your recipients, click here.
Tips & Tricks
- When you manually add the custom field, it's important to use the exact column title you also used in the contact list.
- The custom fields are sensitive to capital letters, and won't be linked when used inconsistently/spelled differently.
- Specify custom field names without spaces (e.g JobName)
Updated about 2 months ago