Creating Activities using a File

To create an Activity from a File:

1. Open the directory where you would like to create the Activity.
2. Click on the Activities tab next to the All Contacts tab.
3. Click on Add Activities.
4. In the dialog box that opens, enter the name of the Activity that you want to associate with your parent directory. To add more activities, click on + Add Activities.

A maximum of 50 activities can be added per directory.

5. Once you have added the activity name, click Save. The added activities will then appear under the Activities tab.
6. Hover over the Activity to which you would like to add contacts. This will display options to View Details, Import Records, and Delete.
• View Details: View all of the contacts that have been added to your activity.
• Import Records: Import contacts into your activity.
• Delete: Remove the activity.
7. Select Import Records.
8. Next, select From a file as the source to import contacts from. This option allows you to import records using an Excel or CSV file. Click Continue.
9. In the Define Directory Lookup step, define a mapping rule that establishes a connection between the activity and the parent directory data.


There are two types of activity mapping:

• Respondent mapping: Respondents of the survey are the contacts of the Directory where the activity resides. To do Respondent mapping, select the Directory field you want to map to the Activity Field.
• Feedback Recipient mapping: This refers to the contacts from any other directory who are the recipients of the feedback (employees, vendors, etc.). To do Feedback Recipient mapping, first select the desired directory, then select the Directory field to map to the Activity Field.
10. In the Create Respondent Lookup step, select a Directory Field to establish respondent mapping. This field should match exactly with one of the Activity fields.
For example: If you want to link your activity to the parent directory using the Email Address, select the Email Address field from the lookup dropdowns for both Directory and Activity.

This mapping cannot be edited later. If you need to correct or modify this, you will need to delete the entire activity and create a new one.

11. If you need to map feedback recipients from another directory, toggle on Create Feedback Recipient Mapping.
12. Select the Directory feedback recipients will be pulled from. This must be a separate directory from the respondent directory. Choose the appropriate Directory Field and make sure that it aligns with a corresponding Activity field. Click Continue.
13. In the Map Fields section, specify the type for each field being added to the directory. The system may automatically identify some of the field types being imported. For the remaining field types, you can import them as Custom Fields along with their appropriate field types. Available field types include:
    
    1. String – This field type is used for text-based information, allowing the entry of any combination of letters, numbers, and symbols.
    2. Email – This field type is used for storing any email address.
    3. Number – The field type is used for storing an integer value.
    4. Date – This field type is used for saving the date in one of the following formats: MM/DD/YYYY, DD/MM/YYYY, YYYY-MM-DD.
    5. Time – This field type is used for saving the time as hh:mm or hh:mm:ss .
    6. Date-Time – This field type is used for saving date and time in the following formats:
       • MM/DD/YYYY hh:mm
       • DD/MM/YYYY hh:mm
       • YYYY/MM/DD hh:mm
       • MM/DD/YYYY hh:mm:ss
       • DD/MM/YYYY hh:mm:ss
       • YYYY/MM/DD hh:mm:ss
    7. Boolean – This field type is used for saving any Boolean values such as 1 |0, Yes|No, Y|N, True|False. Any value pair used for this will be normalized to True and False after importing.
    8. Phone – This field type is used for saving phone numbers. You can also specify the country code for the saved phone numbers by clicking on the gear icon available next to the Field Type Column.
    9. URL – This field type is used for saving URLs.
14. Click Continue. The mapped fields will be evaluated based on their defined field types and valid contacts will be imported into the activity.