The ability to upload guest data is a key function within the CXP platform, allowing users to link visit data with specific Surveys. This process is managed through the Entities section under the Organization menu. By associating guest visit data with a Survey configured for email distribution, users can ensure timely and personalized feedback requests. You can upload data for a single Entity, or if your organization manages multiple properties, upload one file covering several Entities and Surveys at once (available to admin and editor users with access to all Entities, on the Enterprise (ENT) subscription).
Follow these steps to upload guest data:
1. Navigate to the Entities Section
Go to the Organization menu and select Entities.
2. Choose the Relevant Entity
From the list of Entities, select the one where you want to upload the data.
3. Open the Distribution Tab
Click on the Distribution tab within the selected Entity.
4. Select "Visit Data Uploads"
In the dropdown menu, choose the Visit Data Uploads option.
5. Select the Target Survey
Choose the Survey you want to link the visit data to.
Note: Only Surveys configured with email distribution will appear in this list.
If your Survey is not displayed, please contact service@trustyou.com for support with email distribution setup.
6. Upload the File
Upload your guest data file. Ensure that your file meets the formatting requirements outlined in the upload guide.
Tip: Proper formatting ensures your data is processed correctly and avoids upload errors.
7. Review Upload Results
After uploading, check the Last Upload table to see the status and any potential errors.
8. Track Distribution Status
Use the Visit Status section to monitor the progress and success of your Survey distribution.
Learn more about Visit Status here.
Uploading Guest Data for Multiple Entities and Surveys at Once (Organization-Level)
If your organization manages multiple properties, you don't have to upload guest data one Entity at a time. This option is available to admin and editor users with access to all Entities in the organization, on the Enterprise (ENT) subscription.
1. Navigate to the Entities Section
Go to the Organization menu and select Entities.
2. Open the Organization-Level Tab
Select the Visit data uploads tab. Here you'll find the same Visit Data Uploads and Last Uploads options as the entity-level flow, but for the whole organization.
3. Download the Template and Prepare Your File
Download the organization-level template, which adds entity_id and survey_id columns so each row is routed to the right Entity and Survey. See the upload guide for full formatting requirements.
4. Upload the File
Upload your file the same way as for a single Entity: choose your file and confirm.
⚠️ There is no way to cancel or undo an upload once it starts.
5. Review Upload Results and Track Distribution
Check the Last Uploads section in the new tab for the upload status. Distribution status tracking still happens at the Entity level, so check Visit Status within each Entity to monitor Survey delivery.
This feature helps ensure accurate data flows into the CXP platform, enabling personalized and timely guest outreach through automated Survey distribution, whether you upload for a single Entity or your whole organization at once.
Follow these steps to upload guest data:
1. Navigate to the Entities Section
Go to the Organization menu and select Entities.
2. Choose the Relevant Entity
From the list of Entities, select the one where you want to upload the data.
3. Open the Distribution Tab
Click on the Distribution tab within the selected Entity.
4. Select "Visit Data Uploads"
In the dropdown menu, choose the Visit Data Uploads option.
5. Select the Target Survey
Choose the Survey you want to link the visit data to.
Note: Only Surveys configured with email distribution will appear in this list.
If your Survey is not displayed, please contact service@trustyou.com for support with email distribution setup.
6. Upload the File
Upload your guest data file. Ensure that your file meets the formatting requirements outlined in the upload guide. You can also find sample files attached at the bottom of this article and in the upload interface in CXP.
Tip: Proper formatting ensures your data is processed correctly and avoids upload errors.
7. Review Upload Results
After uploading, check the Last Upload table to see the status and any potential errors.
8. Track Distribution Status
Use the Visit Status section to monitor the progress and success of your Survey distribution.
Learn more about Visit Status here.
This feature helps ensure accurate data flows into the CXP platform, enabling personalized and timely guest outreach through automated Survey distribution.