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 Header Required Description
Transaction Date X Date “YYYY-MM-DD“ or Date/Time “YYYY-MM-DD HH:MM:SS“ when the transaction was completed”
Transaction ID X The transactions reference ID
Customer 1 Firstname X First name of customer
Customer 1 Lastname Last name of customer
Customer 1 Email X Email address of customer
Customer 2 Firstname First name of customer
Customer 2 Lastname Last name of customer
Customer 2 Email Email address of customer
Agent Full Name X Full name of agent
Agent Email X Email address of agent
Transaction City City where transaction was completed
Transaction State State where transaction was completed
Transaction Type Type of transaction completed
Partner 1 Firstname First name of partner
Partner 1 Lastname Last name of partner
Partner 1 Email Email address of partner
Partner 2 Firstname First name of partner
Partner 2 Lastname Last name of partner
Partner 2 Email Email address of partner
Participant Full Name Full name of participant
Participant Email Email address of participant
Custom Field 1 Custom text field used in custom reports
Custom Field 2 Custom text field used in custom reports
Custom Field 3 Custom text field used in custom reports
Custom Field 4 Custom text field used in custom reports
Custom Field 5 Custom text field used in custom reports
Customer 1 SMS Number SMS number of customer
Customer 2 SMS Number SMS number of customer
Partner 1 SMS Number SMS number of partner
Partner 2 SMS Number SMS number of partner

SocialSurvey offers several Data Integration Options

General Purpose
Mortgage Lending Specific
Real Estate Specific