
To select the contacts for survey distribution, hover over the Import icon and click on it to start importing contacts.
The contacts can be uploaded via CSV or XLS files or manually entered:
To import contacts from a CSV file :
To import contacts from an XLS file:
Click on the XLS icon and select Choose File to upload an XLS/XLSX/ODS file.
Enter the new group's name in the Name your new group text box and click on the Add icon.
To manually enter the details:
Click Manual and type or copy-paste contacts.
Enter the new group's name in the Name your new group text box and click on the Add icon.
You can also set Triggers to send invites to the people based on events created via third-party apps. For that add a Trigger name.
Then click Next and set-up your Invites as One-Time or Recurring Invites.
Note :Click on the Skip Weekends checkbox to skip sending the SMS on weekends.Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
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