(1) Creating Your CSV file

The first column heading in your spreadsheet MUST be "email" (case sensitive) and it is required. Additional columns will be treated as properties of the user, and are optional.

CSV Property Types + Rules:

There are 4 different types of properties, you should be aware of them to make the most out of our reporting system when filtering your response data.


String properties: Can have any name and hold any alphanumeric values. Columns will be treated as a string properties, unless a property suffix is added.
Integer properties: Column heading must end with the _amount suffix and it can only hold numeric values of integer type (no decimals). Treated as a number.
• Date properties: Column heading must end with the _date suffix.

• Array properties: Column heading must end with the _array suffix and values must be comma separated.

Column Heading Notes:

  • Column heading suffixes are case sensitive

  • First column heading must be "email."

    • This is the email address the survey will be sent to

Dashboard Filter Behavior Based on Property Type/Column Suffix:

_date

_amount

_array

* relative options for _date allow you to view response data/score calculation based on number of days ("less than" 30 days ago)


(2) Make sure your column headings match your existing property names exactly.

The easiest way to check your current property names is to view your Segments and Filters. Make sure the column headings in your spreadsheet are consistent and are exactly the same as displayed in your account dashboard, including case sensitivity. This will allow your property values in your CSV to populate already existing filters rather than creating a new filter.

You may also want to spot check names of property values to make sure they are consistent as well. (example: if your current property value in the dashboard for plan type is Pro, you will want to ensure you use Pro, not pro, as the value in your CSV cells)

(3) Save the file on your computer and as a .csv

If you've done it correctly and open the file, it will look something like this:

email,property1,property2,property3_date,property4_amount
user1@wootric.com,"value1","value2","2018-10-02",123.50
user2@wootric.com,"another value","value27","2018-10-03 16:50",100
user2@wootric.com,"another value","value27","2018-10-03 16:50",100

(4) Upload the CSV

Go to Settings > Upload & Send Emails.

Note: Wootric will only check your file to validate emails. If you've entered a property incorrectly, dashboard errors may appear. Therefore, it's important to double-check any CSV before you upload it.

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