Import Custom Questions
You can import Custom Questions from a file on your computer. Each Custom Question record in the file consists of a question and a predefined set of answers. Answers are set up as the possible responses from which a customer can choose.
After importing, your questions (and their answers) are added to the pool of all custom questions. You edit and work with uploaded questions exactly as you do with questions added in CRMS, using the Create a New Custom Question page.
You can also use the file import method to make certain type of changes to existing custom question records.
Imported questions are not automatically added to your questionnaire. As with the questions you create in CRMS, you must use the Questionnaire Setup procedure to add questions to a questionnaire.
- Custom Question File Details and Requirements
Your Custom Questions file must be a CSV (comma separated value) file. Column headers should not be specified in the file. Every line in the file represents a question and its associated answers, including formatting parameters. - Sample CSV File (displayed as text)
- Creating a new Custom Question using Bulk File Upload Process
- Changing Existing Custom Questions using Bulk File Upload Process