In the Invites module, you send your surveys to your customers. You choose a distribution channel (email, SMS or WhatsApp) and upload your client base file. The module also shows an overview of previously sent batches, with their status, channel, date, time, language and survey.
Check your metadata before you start
Make sure the metadata fields in your client base file match the metadata configured in Spotler FeedbackPro. If they don't match, the data is not displayed or stored correctly. Because responses rely on this metadata, incorrect matching can significantly affect the quality and usability of your results. Read How do I set up metadata? for more information.
How do I create a new invites batch?
- In the menu, go to the Invites module.
- Click Create new batch in the top-right corner. A pop-up appears.
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Select a channel from the dropdown menu. Upload your invite file by dragging it into the window or selecting it from your files.
- Select the survey.
- If you use multiple stylings, for example one per brand, select the styling you want under Select Styling. If you don't use different stylings, skip this step.
- Review the survey rules. An overview of the rules configured for this survey appears. You can adjust or add rules here if needed. These changes only apply to this invite batch. To change the rules for all invites, use the ruling page.
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Select the template that matches your channel, for example the Email template for email or the SMS template for SMS.
When you select a template, its settings load automatically, such as Email sender name, Sender email address and Email subject text. You can adjust them here if needed.
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Set the toggles as needed:
- Send images as attachments
- Send more than one invitation per day
- Anonymize respondents emails: often used for employee satisfaction surveys.
In most cases, you can leave Send images as attachments and Send more than one invitation per day unchanged.
- Click Continue.
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Check the batch and the summary. When everything is correct, turn on the toggle next to Send invites, then click Send invites.
Your invites are sent. The new batch appears in the batch overview in the Invites module, where you can follow its status.
Spotler FeedbackPro was formerly called Insocial.
Requirements for your invite file
To make sure Spotler FeedbackPro reads your file correctly, use the example file with the correct format. Click Download example file in the top-right corner to download it.
This example shows the correct format:
email,name,ticket_nr,ticket_category,ticket_date,customer_company,customer_segment john@example.com,John,123a,Service Request,2022-06-01,Acme,Large
- No password protection: Spotler FeedbackPro can't read password-protected files.
- First tab only: only the first tab of an Excel file is processed. Put all data on the first tab.
- No hidden rows or columns: hidden rows and columns are not processed. Unhide them, or remove data you don't want to include.