Sending multiple surveys at once can be a valuable and help you save time, and the Bulk Upload tool makes it easy to send several surveys at once for one or more business locations at a time.
Finding the Bulk Upload Tool
To get started with the bulk upload tool, first navigate to the Settings page by clicking on the gear icon in the upper right of the dashboard:
The, click on the Bulk Upload option in the Survey Tool Items section:
This will take you to the Bulk Upload page where you will see information about how to perform a bulk upload:
You can select between different survey types like NPS or the Review Tool, depending on which type of survey you would like to send. There are also some helpful instructions on the page and the option to download an example CSV file.
Preparing a File for Upload
The next step will be to prepare a file to use for the bulk upload.
Downloading the example file
The easiest way to get started is to download the example CSV file on the Bulk Upload page:
The downloaded file should look something like this:
Note: In the past, our bulk upload tool did not require “BusinessId”, which is a new addition that was necessary for the bulk upload tool to support uploads for multiple businesses/locations at one time. See below for instructions on how to find the BusinessId for a location.
Finding business ID’s (also sometimes known as CF Id’s or location Id’s)
It is necessary to find the BussinessId for each location that you would like to include in the bulk upload.
To find the BusinessId, navigate to the Reputation Summary page, where the id appears in the url:
The BusinessId is unique to each individual location in the platform, so if you would like to complete a bulk upload for multiple business locations at once, you will need to find and use the id for each location that you want to include in the bulk upload.
Submitting the Bulk Upload File
An example of a completed Bulk Upload file should look something like this:
Once you have the file filled out, return to the Bulk Upload page and choose the file that you’d like to upload:
You should see the name of the file appear once it has been chosen. Next, click the Upload button to submit the Bulk Upload:
