Importing Survey Batch

Access level: Any firm member

To Import a Survey Batch into the Client Feedback Tool, take the following steps:

1.       Ask > Send multiple surveys

2.       Select the Template tab

a.       Select Download to obtain the Import Template file

3.       Populate the Batch Import Template with the appropriate information

a.       Save to desired file location on your computer

4.       Return to the Batch Setup tab in CFT and Select Upload

a.       Select File from your computer

b.       Once uploaded, Select Read

5.       The Surveys from your Import Template will appear

a.       Confirm Total Surveys in Summary of Batch Surveys box located at bottom of screen

6.       Select Save/Send

a.       Select Send in the pop-up box

                                                               i.      Your surveys will Save to the Survey Queue OR Send based on what you specified in your import sheet

7.       Review Summary of Import

a.       It is recommended that you always View the Detailed Log

                                                               i.      The log provides specifics on the data that was / was not imported

                                                             ii.      The log is especially helpful should any of the records fail to import