FTP Portal

SocialSurvey’s FTP delivery provides simple automation for sending surveys; however, we recommend our API for more control and real time processing.

Customers and Partners are each able to submit a review of the provided Agent. Participants data may be used to customize survey questions. Partner Survey’s must be enabled by your Customer Success Manager if you wish to include them in delivery. SMS (text message) delivery is currently not available unless you are in our SMS beta test group, contact your CSM for details.

Downloads

FTP Template FTP Quick Reference FTP Overview

Understanding our File Format:

Your information needs to follow a specific format to be picked up by the FTP importer.

  • It must be saved in the proper file type, .csv
  • It must be UTF-8 encoded, UTF-16 and ASCII may also be accepted
  • It must be named correctly, socialsurvey.csv (case sensitive)
  • It must have data organized under the correct column header, and must include data for the required columns
  • Data must NOT contain a comma (,) as this will result in a parsing error

The accepted column headers are:

Column HeaderRequiredDescription
Transaction DateXDate “YYYY-MM-DD“ or Date/Time “YYYY-MM-DD HH:MM:SS“ when the transaction was completed”
Transaction IDXThe transactions reference ID
Customer 1 FirstnameXFirst name of customer
Customer 1 LastnameLast name of customer
Customer 1 EmailXEmail address of customer
Customer 2 FirstnameFirst name of customer
Customer 2 LastnameLast name of customer
Customer 2 EmailEmail address of customer
Agent Full NameXFull name of agent
Agent EmailXEmail address of agent
Transaction CityCity where transaction was completed
Transaction StateState where transaction was completed
Transaction TypeType of transaction completed
Partner 1 FirstnameFirst name of partner
Partner 1 LastnameLast name of partner
Partner 1 EmailEmail address of partner
Partner 2 FirstnameFirst name of partner
Partner 2 LastnameLast name of partner
Partner 2 EmailEmail address of partner
Participant Full NameFull name of participant
Participant EmailEmail address of participant
Custom Field 1Custom text field used in custom reports
Custom Field 2Custom text field used in custom reports
Custom Field 3Custom text field used in custom reports
Custom Field 4Custom text field used in custom reports
Custom Field 5Custom text field used in custom reports
Customer 1 SMS NumberSMS number of customer
Customer 2 SMS NumberSMS number of customer
Partner 1 SMS NumberSMS number of partner
Partner 2 SMS NumberSMS number of partner

SocialSurvey offers several Data Integration Options

General Purpose
Mortgage Lending Specific
Real Estate Specific