Need to send a survey to a specific list of customers or prospects outside of your usual automated triggers? Macorva’s Bulk Send feature is the perfect tool for events like:

• Measuring customer loyalty
• Following up with trade show visitors
• Gathering feedback from sales training attendees

Macorva’s Bulk Send feature makes this simple. With it, you can upload a CSV file and send surveys directly to your list. This is especially useful for ad hoc or one-time survey needs.

Prepare your CSV file

Before you begin, create a CSV file with your contact list. You can download a pre-formatted template directly from the Bulk Send interface to make this easier. Your file should contain the following columns:

• Survey: The Survey ID for the survey you want to send to the customer. (Required)
• Email / Phone: The contact information for where to send the survey. (Required)
• First name / Last name: The customer's name. (Optional)
• Employee #: The Employee ID of the employee that may be reviewed. You can add columns for multiple employees (e.g., Employee 1, Employee 2). (Optional)
• Product #: The Product ID of the product that may be reviewed. You can add columns for multiple products. (Optional)

Upload and send your survey

To access the interface:

• Log into Macorva as an admin and go to Surveys > Send survey.
• Select Bulk send.
• Upload a CSV (using Drag and drop your CSV file here or click to browse).
• Click Upload in the bottom right corner.
• Click Validate and the system will begin checking the file for any errors or issues.

• Note: If there are any issues, an error message will pop up indicating which errors need to be corrected.

• If there are no issues, the imported data will be displayed in the table. Review before pressing Send.