e-satisfaction
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Introduction
You can manually import multiple queue items at once using the Import CSV functionality for each Pipeline.
In this article you can check the steps you need to follow in order to implement this process.
Import CSV
Clicking on the "Import" button on the pipeline panel, you should see the following dialog:
CSV Format
The CSV file has some required and some optional columns.
Required Columns
| Column | Description |
| responder_channel_identifier |
The recipient identifier, based on the channel. It can be an email or a phone number. |
Optional Columns
For each queue item that you need to insert, you can push a set of metadata, both responder and questionnaire:
| Column | Description |
| metadata.responder.METADATA_NAME |
The responder metadata value of the queue item. Example: metadata.responder.metadata.gender |
| metadata.questionnaire.METADATA_NAME |
The questionnaire metadata value of the queue item. Example: metadata.questionnaire.transaction_id |
| send_time |
The time when the queue item should be send Format: YYYY-MM-DD hh:mm Example: 2019-03-19 14:30 |
| locale |
The language that you need to sent the item to, along with the questionnaires language. |
Send Time
You can explicitly define the queue item send time by providing a value in the send_time column.
If no send time is defined, it will be calculated as now + the Pipeline Delay Cap settings.
For example, if the Pipeline has 2 days and 5 hours delay cap, an imported queue item without send time will be set to be dispatched in 2 hours and 5 times from the moment it has been imported.
You can also Create your own Metadata.
Examples
Only the required columns:
responder_channel_identifier,send_time
john@doe.com,2019-03-18 16:30
jane@doe.com,2019-03-18 17:30
With metadata:
responder_channel_identifier,send_time,metadata.responder.phone,metadata.questionnaire.transaction_id,metadata.questionnaire.store_name
john@doe.com,2019-03-18 16:30,6931234567,TR123SDF,Store 1
jane@doe.com,2019-03-18 17:30,6947654321,TRSDF165,Store 2
Important Notes
File Validation
- Make sure your CSV file is valid. Remember to use double quotes (") if a value contains a comma to avoid invalidating the file.
- Make sure there are no spaces before or after the commas separating the columns
- Make sure there is no space in columns name and
- Make sure the metadata name of the CSV file is synced with the metadata name has been created on your dashboard at the application metadata page.
✔️Correct: store_name
✔️Correct: test@e-satisfaction.com,2019-03-18 16:30,6956898989
❌Wrong: store name
❌Wrong: test@e-satisfaction.com , 2019-03-18 16:30 , 6956898989
File Format
Always create a file using UTF-8 encoding.