Contact Export & Import Automation

Contact Export & Import Automation

What is automation by Survey Share?

It allows you to automatically trigger actions (like sending emails, creating tickets, assigning tasks, etc.) whenever someone submits a survey via a shared link without needing to manually check responses.
It helps in instantly acting on feedback, for example:
  1. Create a support ticket if someone gives a low rating.
  2. Send a thank-you email for positive feedback.
  3. Assign follow-up tasks based on responses.

Steps to set up survey share automation

PART 1: Set the Schedule for Automation

  1. Go to Automation Settings. Open your automation dashboard and choose to create a new automation.
  2. Choose the date from which you want to start the automation and select the frequency from the dropdown that for how much time you want that automation to run.
  3. Pick the Days of the Week. Choose which days the automation should run (e.g., Monday, Wednesday, Thursday).
  4. Set Time Zone. Select your time zone (e.g., Asia/Calcutta) so that automation runs at the right local time.
  5. Set Time of Day. Set the exact time the automation should run (e.g., noon).
    1. Use the ➕ button to add multiple times if needed.
    2. Use the ➖ button to remove any.
  6. Set Automation End Date
    1. Choose “Never” if you want it to run continuously.
    2. Or select a specific end date by clicking “On” and choosing the date.
  7. Click “Save & Continue” to move ahead.


PART 2: Export & Import Automations

Contact Export

  1. Choose the survey you want to generate links for.
  2. Set Link Expiry: Define the duration for which the survey link will remain active (e.g., 60 days).
  3. Contact List Name: Name the contact list that will receive links (e.g., “latest”).
  4. Set Export Folder & File Name: Define where the file will be saved and what it will be called.
  5. Add your email to get alerts when the export is done.

Contact Import

  1. Set Data Source to SFTP: Indicates the source of the import file.
  2. Enter the Username for accessing the SFTP server (e.g., ss-dev).
  3. Set Folder Path & Name: Specify file location and name pattern (e.g., starts with "User").
  4. Map Columns: Define how many columns are in your import file (e.g., 3).
  5. Enter your email to get notified of import status. NOTE: You can add more actions.
  6. Finally, go to the top-right corner and toggle the switch to activate your automation.

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