Forum Discussion
Collecting Survey Respondent Specific Data
Thank you Megan_V_Walker. So if I understand this correctly, I would have a master (all customer) CSV file in ODSP and then create a flow in Power Automate that uses values to pull from the master CSV.
So when I want to send the Forms Pro survey to say 5 of the 500 customers in the master CSV file, would I simply import a CSV with the email, first name, last name of those (5) and then the PowerAutomate flow knows to pull in the appropriate Variables from the master CSV for that survey and its email?
Indiemusicboy - if you import a CSV file into Forms Pro, you are using the send email functionality which sends it to the email addresses in your file. You have no way to pull other variables in at that time. If you want to pull additional variables to the First Name and Last Name, you will need to create a flow in Power Automate to achieve this. If you want to sometimes send to a small subset of people then looking at a database of some kind would make sense. Otherwise, you could have a column in your CSV file that you've stored somewhere, and have the trigger for the flow be to run when a value in that column changes to indicate they should get the survey email sent to them. It's not ideal, and a database would give you more control and flexibility, but it is doable.