You can use SFTP (Secure File Transfer Protocol) to create scheduled survey invitations from a CSV file on your SFTP server. The CSV file must contain the respondents.

1. Navigate to your homepage and click on the automations area icon ().
2. In the side menu, click on Enalyzer*.
3. Click on add automation. If you already have one or more automations click on the add automation icon () to add a new automation.
4. Select the SFTP option, fill out the details of your SFTP server, and click next.
   Note: if the file is inside a folder in your SFTP, then remember that your file location has to include the folder. The file location could look like: FolderName/FileName.csv, for example: CustomerExperience/CrosseCourse1Participants.csv
5. Select the survey you would like connected with your STFP server.
6. Now you need to map the fields in the CSV file to the survey variable. If there is a CSV field that you do not wish to map to a survey variable, simply check the skip option. The email field needs to be mapped in order to proceed. Click next.
7. Name your automation, define the frequency and invitation message, then click next.
8. Set the automation to active and click done.

Your automation is now stored in the automations library and can always be updated from there if needed. To see a history of changes made in a specific automation, scroll to the bottom and click automation log.

Make the SFTP automation check the file on a specific date

If you'd like the automation to only check your CSV file on a specific date, then you need to add that date to the name of the file. Your file should be named as follows:

{dd}-{MM}-{yyyy}_nameofyourfile.csv 

For example: 10-07-2020_CrosseCourse1Participants.csv

* This feature is only available in the Professional plan. Check out our plans.