You can add metadata to your sendings when distributing a survey manually by SMS or email, making it easier to analyze results and target specific groups of respondents.
- Access the list of Surveys through the main navigation menu.
- Click on the Survey you want to distribute.
- Click on Distribution.
- Click on Send by email or Send by SMS under Manual sendings.
- Click on Import contacts list (CSV) on the bottom left of the pop-up window.
- Sélectionnez la colonne qui correspond à l'information de contact (selon ce que vous avez choisi, courriel ou SMS) dans la liste déroulante.
- Select the Communication language for all contacts.
- Under Associate metadata with your sendings, select the metadata you wish to import:
- Choose the matching column for each metadata (for example: Facility, Unit of care, Consultation date, etc.)
- Click on Import.
A connector must exist in your workspace for metadata to be available. For more information, please contact our customer success team.
Special cases
Survey access options
Metadata can only be associated when sending a single-use hyperlink or a unique code invitation. It is not available when sending a text-only invitation.