Step 3 of on-boarding requires you to upload a CSV file of contacts. Click Upload your Employee List:
Upload your a list of your organization’s employees to deploy the Engage survey. To upload a CSV file:
- Click on Team in the dropdown
- Click +Upload a CSV
When the file is uploaded, you’ll see a Preview of the different rows in your list. Double-check that this is correct, and cancel the import if something looks off.
When uploading a CSV file, map each Custom Data field to ensure it becomes a filter.
Scrolling down the page you’ll find the Field Mappings section. Select which columns in your CSV file to map to data fields below:
When you are finished mapping each field, click “Import List”. You may need to refresh the page after a minute to see that the list has imported.