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Suggestions for Client data update system

  • smartcard
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8 years 5 months ago #128294 by smartcard
I have about 600 clients records in an Excel sheet (every client in a raw of the sheet), these information are their contact details (Name, Company, Phone, fax, email etc).

I want to import this list to LimeSurey and expecting the LimeSurvey to send an individual email to every client with an unique URL where the client should click it and update (edit or add) their data.

How can I achieve this using LimeSurey?
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  • tpartner
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8 years 5 months ago #128298 by tpartner
Replied by tpartner on topic Suggestions for Client data update system
Please refer to the manual.

1) Create a survey with tokens and custom attributes - manual.limesurvey.org/Tokens

2) Set the default values of your questions with Expression Manager

Cheers,
Tony Partner

Solutions, code and workarounds presented in these forums are given without any warranty, implied or otherwise.
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