Yes, if you want to send out feedback requests to a large number of customers all at once, you can. This may be useful if you want to send out requests at the same time every week or month to save on administration time. It is a straightforward process but you will need to be able to either output your customer records on Excel or populate the email template that is available in your Dashboard.
On the menu bar at the top of the screen, select ‘Collect’
Click ‘Request feedback in bulk’ from the drop down
Either download our standard template by clicking the blue ‘click here’ link and fill out your customer details, or check to the right of the screen if you can export a report from any software that we support
Once your file is ready, click the grey ‘choose file’ to upload your file to the dashboard
Click ‘process upload’
This will display a pop up showing your requests are processing, and indicates whether the invite will go as an sms text message or an email (if both are provided)
You can check the status of your requests to the bottom of the screen
You can also opt-in to receiving a weekly reminder (sent each Friday) to help ensure you upload your cusotmer data each week! You cna do this by clicking your name in the top right hand corner, selecting 'Preferences' and Clicking 'Yes' for 'I want to receive weekly reminders to manually upload invitation data'.
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