We provide two ways to add contacts to your NPS campaign from Autotask. Importing directly from Autotask, or uploading a CSV file.
Importing contacts from Autotask makes it easy to get an up-to-date list of names and email addresses and then filter them so that each NPS campaign contains only the relevant individuals.
How the filters work
SmileBack will fetch a list of your contacts and their associated company and then you will be able to filter by the company name. You can select specific clients to include (you will be able to filter our individuals on the next step).
Importing contacts is the fourth step of creating an NPS campaign.
- Click Import Contacts
- By default, all contacts are selected. Click on the Contact Title, Company, Classification or Primary Contact boxes and you will see a drop-down menu of the options. When you're ready, click Next and SmileBack will import contacts matching your selection. This could take several minutes to complete, depending on how many contacts you are importing, and you will see a progress bar as SmileBack works.
- On the next screen you will then see a list of all imported contacts. You can use this to check you got who you expected, and you can also deselect individual recipients if you wish to leave them out of this campaign. Click Next when you are done.
- You will then see a page summarizing your import, if you want to change anything, click Edit Contacts, if you are sure you're ready to set the campaign live click Activate Campaign.