You can import data directly into CustomerGauge using the Import Data feature (in some systems, this will be called 'In-App Upload'), which you can find in the menu under Setup.
In this article we are going to take you through how to upload Transactional Data (predefined customer interaction data) into CustomerGauge. You can follow the video or use the text outlined below to take you through the steps.
Please note: Transactional Data records will be immediately processed and matched to your active Automated Campaigns! This means contacts matching the recipient filters on your active campaigns will receive a survey invitation right away.
Uploading Transactional Data into CustomerGauge Video:
There are two ways to upload transactional customer data using this feature: Upload File and Copy Paste Data. The Manual Record is only applicable for Contact List data uploads.
The Upload File option allows you to select a file from your hard drive and upload it directly:
The Copy Paste Data option allows you to select and copy data from an Excel or Open Office spreadsheet and paste it directly into a text box:
In both cases you should select the Upload option to go to the next step where you map your data.
Map your data
If you use Upload File or Copy Paste Data, you will be directed to a page where you can map your data to the appropriate CustomerGauge fields. The Map your data page shows the source fields (the header row in your uploaded file), the value of the first record for each field, and the CustomerGauge fields to which you can map each value. If you use the data sample as described above, the CustomerGauge fields should be automatically mapped. You may still want to edit the mapping or ignore some fields.
Finally, you can double check your data upload and select Confirm: