ADP- Sending CX surveys

Sending a single CX survey:

Step 1: Make sure your user account has manual survey sending permissions

Step 2: Go to the Send survey page

Step 3: Select your survey

Step 4: Enter the customer information

Step 5: (Optional) Customize the survey by including rating requests for employee(s) and/or product(s) plus a note.

Step 6: Submit the request to send your survey.

Bulk sending surveys:

In many instances, you may want to send out different surveys to generated lists of your customers or prospects for non-triggered events. Examples may include a customer loyalty survey, trade show visitor list, or sales training attendee list. 

Macorva's Bulk Send interface is the perfect tool for these ad hoc situations. Simply upload a CSV file with information on where to send the survey (email and/or phone), which survey to send, the customer's name*, any employees they may have interacted with (up to 100 per survey send)*, and any products*.

Step 1: Go to the Send survey page and select "Bulk send"

Step 2: Upload a CSV (Optionally use Download template file as a starting point)

Step 3: After upload, the imported data will be displayed in the table. Review before pressing send.

Field definitions:

  • Survey: The survey ID of the survey the customer will receive.
  • Email / Phone: Where the survey will be sent.
  • First name / Last name*: The customer's name.
  • Employee #*: The employee ID of the employee that may be reviewed.
  • Product #*: The product ID of the product that may be reviewed.

*Optional fields

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