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Hi,

I have an requirement in which a survey has to be triggered with an e-mail including survey link. Below are the details of e-mail format:

  1. There are around 100 customer contacts whose email address is available in directory.
  2. There are 3 fields, let us say A, B (not part of contact list) and e-mail address (part of e-mail address)  that is every time provided by the person who wants to trigger the survey.
  3. Each time , the person who triggers the survey, would enter A, B and e-mail address. A and B would become part of e-mail body. The e-mail address needs to get validated from the contact list if it is a valid customer contact and if yes, the e-mail is sent. 
  4. If its a single recipient at a time, then it is straight forward. I want the person to be able to trigger e-mail to multiple recipients at same time.
  5. I explored the option of DISTRIBUTION of survey, but we would like to provide an interface to them rather than asking them to use DISTRIBUTION. 
  6. Is there any way where a interface is provided for user to upload excel or csv file and post validation of customer contact e-mail address and the e-mail is sent.

Thanks in advance.

In this case we can make use of uploading a file on an SFTP server, then by using load data to data set task, just load that SFTP file on a dataset. Now using event ‘add or udate record on dataset’ check if the email address is matching with any of the email address in mailing list by using ‘Search contact in directory API’. If yes then perform the distribution via ‘directory task’ else stop the process.

Thanks Shashi for prompt response.

Now using event ‘add or udate record on dataset’ check if the email address is matching with any of the email address in mailing list by using

In this line, are you refering to usage of workflow to do the same ?

Is there any way possible where I can provide an interface to user rather than asking them place the file in a location ?

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