When your project is set up and ready to go, you can import a list of your customers to survey. Start on the Sample tab, and click Upload CSV.
Give your sample card a name, and enter your brand's lead HEX code to customize survey buttons and arrows. You can also leave this for later if you'd like; just leave it at #000000 (black).
Next, add custom variables. Click Edit on your sample card, and then navigate to Custom fields > Add new. You do not need to add first name, last name, or email address to your custom fields.
What is a custom variable? Custom variables are pieces of information you already know about individuals in your database. They're things you want to bring over that may be useful in your analysis or when you're looking at the data after a project.
Some examples of custom variables: a department someone works in, their manager, whether they work full- or part-time, etc.
Custom variables can also be used to populate information in your email or to apply survey logic.
Custom variable types
Once you've inputted your custom variables, download your template.
Take your database and add it to the template, filling the relevant fields with your information. The first row under your headers will indicate what information is required in each field.
The labels automatically generated in your downloaded template should not be removed or changed, and the variables (options) should match those that you set up in the panel.
For multi-select lists, please ensure you use the vertical bar | as your separator.
A range of fields including region, phone number, and household will appear in your template. These are called profile fields. You can delete them from your template if you don't have any information to go into them.
Mandatory fields
You must include a first name and email address as a minimum. All other fields are optional, including custom fields.
Helpful tip: If you don't want to enter a first name or you don’t know it, enter "there," so that you can still add a greeting line that says "Hi there," in your email. Feel free to replace "there," with any other term you'd like to use.
Once all your data is in, save your template with the following flow: CSV file > Import members > Save.
Importing members
Depending on the size of your database, it can take anywhere from 5 minutes to 1 hour for your database to upload. You'll receive an email confirming the success of your upload once it's complete.
Files should be under 2MB each in size. If you have a large database, split your file into smaller chunks. You can still upload in quick succession without waiting for the first import to finish.
Failed import
If any members fail to import, you'll receive an email with a link to an error report. This will indicate which members have failed and the reasons why. Resolve your error, and re-import your CSV file.
Setting up your email invitation
While your CSV is uploading, you can set up your email invitation.
Navigate to the email tab on your sample card.
Enter your email subject, who the email's from (the name of your business), and the reply-to email address. Choose the domain from the list available. This must be a real email address.
Enter the email address without the @ symbol. For example: type "laura" and then select "Yabblezone.net" from the dropdown list.
If your domain isn't available, please contact us so we can add it to our list.
Can I use HTML code to customize my email invitation? This feature isn't currently available in Yabble. To utilize custom email templates, you can send your survey via your CRM or email client. Use the external link sample type to create your survey link.