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Invite respondents automatically via SFTP

Sending survey invites via email by uploading CSV files is one of the easiest ways of sending bulk invitations. However,…

Sending survey invites via email by uploading CSV files is one of the easiest ways of sending bulk invitations. However, some people can catch themselves importing CSV files over and over and over again for the same survey. Are you one of those people? Well then, you might consider integrating Enalyzer with your SFTP (Safe File Transfer Protocol) server to automate the process and save time.

Automate, automate, automate

We’re about insight and informed decision making, that’s why we’re continuously improving the platform so you can spend less time doing manual work and more time elevating your business. Zapier remains an excellent way of connecting Enalyzer with 1000+ apps. However, you might want to connect directly to your SFTP server without middlemen, that’s why we brought you this feature.

Real quick, what’s an SFTP server? An SFTP server is a network protocol that provides file access, file transfer, and file management over any reliable data stream. In short, you can safely transfer files and directories between computers over a secure data network.

Let’s break it down…

Imagine you have a CRM (customer-relationship-management) system that automatically exports your customers’ information such as email and name as a CSV file to your SFTP server, and you’d like to send monthly survey invitations to them. What do you do?

Step 1: Connect your Enalyzer survey to a CSV file on your SFTP server

You’re already storing your CSV file in your SFTP server, all you need to do is connect it to your Enalyzer survey and ensure that any variables you might have are also transferred into Enalyzer, e.g. region, age, etc.

Step 2: Define the integration frequency

It’s time to select the frequency at which Enalyzer pulls the CSV file and sends the invitations. Let’s say you want to send surveys every month to your customers, then you can select “monthly” as the frequency.

Step 3: Select an invitation message

You’re sending out emails, so make sure you have your message invitation ready and simply select it while setting up.

Step 4: Make better decisions

Set up a report, sit back as results come in and use your time to retrieve insight and learn more about your customers.

→ Learn how to connect Enalyzer to your SFTP server

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