Before you start sending WhatsApp surveys, it's important to have your contacts ready and ensure that their phone numbers are accurate and properly formatted.
In this article, we will talk about the 4 different ways in which you can add your Contacts to send WhatsApp Surveys.
In this article
Adding Contacts Manually
To add contacts manually, simply type in the contact's name followed by their phone number separated by a comma. Each recipient should be on a new line. Phone numbers should be formatted with the country code, with the "+" symbol and no spaces.
For example:
Max Miller, +146xxxxxx
James, +919944xxxxxx
Peter Heis, +267xxxxx
There is no limit on adding contacts manually. You can add as many contacts as you like.
Selecting from a Contact List
You can create Contact Lists and Segments in your platform and check the contact list you'd like to send WhatsApp Surveys to. Multiple Contact Lists can also be selected.
Importing a CSV File
You can also add recipients using a CSV file. Here's how.
Go to Survey > Distribution > SMS & WhatsApp > Send
Choose the template and map placeholders to it.
Choose 'Import' as an Option to Add Recipients.
Choose 'Import CSV'
A popup will open. Drag & drag your CSV file to upload the same.
All Contacts in the CSV would be added in a new Contact List. Add a name to the Contact List. (This can be modified later).
The CSV File can contain 4 columns. These are as follows.
CSV Column | Mandatory? | CSV Header Name Options |
Name | No | Name |
No | Email | |
Mobile | Yes | Mobile |
Unique Id | No | Unique Id |
Example CSV Import Format
Name | Mobile | Unique Id | |
Ross | +1983297923 | A6781 | |
Rachel |
| +17895373123 |
|
| +1982392389 |
| |
|
| +1872382673 |
|
Chandler |
| +1786327236 |
|
Can you import existing Contacts?
Yes, even if a Contact exists in Zonka Feedback, you can import them again in your CSV file. The contact would not be re-added in your Contacts module, but the WhatsApp message would be triggered to them.
If you upload new contact details for the Contact, for example, the Unique Id matches but email address is different, the email address from the latest CSV would get updated in the contact.
What happens to Duplicate Contacts in CSV Import?
When uploading a CSV to Zonka Feedback, duplicates are automatically removed and only the first instance of each contact per file is processed. However, we do recommend scanning for duplicates before importing.
Importing a CSV File with Additional Data
A lot of times you would like to send additional information with your Contacts. For example, location where the customer visited, type of item which they purchased, order number, delivery status, country, gender, department and so on.
You can do so by using the option 'Import CSV with Pre-Filled Data'.
In this CSV, you can add as many properties or variables or attributes as you like as columns in the CSV in addition to the mobile number of the recipient.
The CSV File can contain as many columns as you like. These are as follows.
CSV Column | Mandatory? | Description | CSV Header Name Options |
Name | No | The name of the Contact | Name |
No | The email address of the Contact | Email | |
Mobile | Yes | The mobile number of the contact | Mobile |
Unique Id | No | The unique ID of the contact like a membership ID, employee ID, customer ID and so on. | Unique Id |
Variables / Attributes | No | Pass any attribute — Survey Attributes, Contact Attributes or Hidden Variables |
|
Example CSV Import with Pre-Filled Data
Name | Mobile | Unique Id | contact_gender | billnumber | deliverytype | |
Ross | +1983297923 | A6781 | Male | ZA19891298 | Express | |
Rachel |
| +17895373123 |
| Female | ZA19891318 | Standard |
| +1982392389 |
| Female | ZA19716212 | Express | |
|
| +1872382673 |
|
| ZA1908182 | Express |
Chandler |
| +1786327236 |
| Male | ZA1965327 | Standard |
What happens to Duplicate Contacts in CSV Import with Pre-Filled Data?
In CSV Import with Additional Data, if there are duplicates with exactly same information, they would be automatically skipped. However, if any values differ, the WhatsApp Survey will be sent to them as many times as they are mentioned.
Let's say you're sending WhatsApp Surveys to customers who made a purchase at your store this week. Of the customers, two of them made a purchase twice at your store.
When you're importing a CSV, you have included additional variables like Date of Purchase and Purchase ID. Now in these two contacts, there would be two rows each and they would have different date of purchase and purchase ID. So Zonka Feedback would only add one Contact but send them two WhatsApp messages - one for each unique purchase.