Estimated time to read: 3 - 4 minutes
Make sure that you have the Excel Spread Sheet ready with the information you want to use in the datapicker, before proceeding to the following steps. You can add as much information as you find necessary. Two pieces of information will be used here to exemplify automatic application of company name, when department is selected.
Import data to datapicker
Create a new message.
Select data among the page modules and upload your Excel Spread Sheet.
Click on Next. Edit the information you want your user to select in the datapicker and the information you want to apply automatically. Don't forget to tick 'Require selection by recipient'.
Click on Save.
Create contact info module and connect datapicker
In the same message, click on contact in the page modules.
Select and list the contact fields. Click on the wrench icon and tick off 'Required field' to require the information.
Tick off 'Use datapicker' and choose from the drop-down menu. Click Save.
Tags: datapicker, signup flow, excel
Contact: support@actimo.com