Excel File(s) Upload (Plans Emotion Start, Emotion Plus or Emotion Pro)

Excel File(s) Upload (Plans Emotion Start, Emotion Plus or Emotion Pro)

Excel File(s) Upload for Emotion Start, Emotion Plus or Emotion Pro Plans

You subscribed to Emotion Start, Emotion Plus or Emotion Pro ?
To upload your own surveys results, or any comments from your audience(s) , it is very easy. 

You subscribed to Emotion Corporate and want to upload a file ?

The upload procedure will depend if:
- you want to create a new project dedicated to those type of data
- you want to incorporate those data to an existing project with other sources or data.

To know when we advise you to create a new project and when it is more interesting to merge your analyses please read this article.


I. If you want to create a new project

This step is only possible for the Plan Emotion Start, Emotion Plus or Emotion Pro.
If you are users of the Plan Emotion Corporate, you will save those setup steps. Those steps will be done upon request by our support team for you. Please contact us.

Step 1: Start a new project

Once your email has been validated, and if you have some credits on your account, you can easily create at any time a new project using the buttons available on the main page of the application:


Follow the 5 steps up to the step 2, where you define your sources of data.



Step 2. Choose File Upload


Choose File upload, click on Next button and access to the following page.
You will then be able to upload the Excel template file proposed:




Once arrived at this step, you will automatically receive an email to come back to this step at any time if you need more time to send the data file.


Step 3. Open the Template file and follow the following instructions.

Step 3 - 1: Simply copy and paste your data table on the worksheet  


LIMITATIONS AND EXPECTED FORMAT
  1. Limitations: Max 50.000 lines /  Max 100 columns (ie. A from CV columns) for your data
  2. Your data should be portrait-oriented (If it is not the case, please copy with transpose).
  3. Your data should have columns with headers on the first line only. (Additional header lines will be considered as data to analyze: please delete them).
  4. The header will be the filters you will refind in the solution: correct them if necessary to get clean data.
  5. Minimum one column with text to analyze (Called with the Header Status "Text", see Worksheet 2.). If you have several columns, it is managed by the solution.
  6. We expect one date column in the following format YYYY-MM-DD for each line. This can be the date of comment (or preferably) the date of the experience or any random date. (Called with the Header Status "Date", see Worksheet 2.)
  7. If your data do not contain any column, we will propose you to give us one beginning and one end date to choose random date into the interval period.
  8. Personal data: email, addresses, personal names, credit card customer information, etc. are prohibited for GDPR reasons. Please do not send us this data, this kind of data is of no use for our analysis.
  9. No special characters in headers: A-Z;a-z are better (Points in header(s) will be automatically replaced with the character "-")
  10. if you insert 3 different files several times with 3 different headers for the same concept, different filters will be created. We advise you to keep the same format to group easily the filter names and facilitate further searches.
  11. Satisfaction score maximum and minimum will be detected from your data. The Satisfaction score will then appear like this: 3/10 on the platform (if 10 is the max)
  12. Recommendation scores are expected from 0 to 10. Adjust it to this scale so that the NPS calculated will be correct.




Step 3 - 2: Once done, go to the worksheet 2.   

  1. Choose your Source* type between the following list: (mandatory)


  1. Choose the idioma* of the comments (mandatory, or optional if you have a column Original Idioma)
The idioma is an important parameter for the semantic analysis. If all the comments are made using one single idioma, choose it into the list proposed.
If there is several comments in different languages (ex: 10 comments in German, 1000 in English), use the following response in the list: My comments are written in several languages and add a column in your data with the Original idioma information (please use the Idioma code provided in Parameters)
  1. Add your reference File ID (optional, if needed)
  2. Define a deletion date if needed (Optional. By default the deletion date will be 3 years after the data integration and processing)

Step 3 - 3: Then complete the headers status in the column H of the file (by default: you have: do not integrate this column).



After having choosen the header status, you will get this:


  1. Please read notices to detect any issues on your file.
  2. If you file is a survey, please complete the questions in the white cells of the column M:

has to be completed with each questions: 

  1. If there is no date column in your data, please complete the beginning and end date to let us complete with random date between the interval period of your choice.



  1. We detect automatically the problem in your data. You can not send us the file when problems have been detected.

  1. Step 4. Upload your completed file on the platform

  2. When you get the message, you can save your file and send it with a drag and drop on the Qemotion upload icon. (or click to choose your file in your personal disk).


We will check your file and launch the automatic processing in a few hours / days depending your priority queues and your plan. We will check your file and launch the automatic processing as soon as possible. 



II. If you want to integrate your new data to an existing project


If you are users of the Plan Emotion Corporate please got to Part III.
This step is only possible for the Plan Emotion Start, Emotion Plus or Emotion Pro.

Step 1: Access the sources of the project (Project configuration > Sources)

Go on the project list and left click on the configuration button.

You will access to the listing of sources of your project. 



Click then on Add a new source (upper part) :




Step 2. Choose File Upload


Choose File upload, click on Add sources button and access to the following page:
You will then be able to upload the Excel template file proposed:




Once arrived at this step, you will automatically receive an email to come back to this step at any time if you need more time to send the data file.


Step 3. Open the Template file and follow the following instructions.

Step 3 - 1: Simply copy and paste your data table on the worksheet  


LIMITATIONS AND EXPECTED FORMAT
  1. Limitations: Max 50.000 lines /  Max 100 columns (ie. A from CV columns) for your data
  2. Your data should be portrait-oriented (If it is not the case, please copy with transpose).
  3. Your data should have columns with headers on the first line only. (Additional header lines will be considered as data to analyze: please delete them).
  4. The header will be the filters you will refind in the solution: correct them if necessary to get clean data.
  5. Minimum one column with text to analyze (Called with the Header Status "Text", see Worksheet 2.). If you have several columns, it is managed by the solution.
  6. We expect one date column in the following format YYYY-MM-DD for each line. This can be the date of comment (or preferably) the date of the experience or any random date. (Called with the Header Status "Date", see Worksheet 2.)
  7. If your data do not contain any column, we will propose you to give us one beginning and one end date to choose random date into the interval period.
  8. Personal data: email, addresses, personal names, credit card customer information, etc. are prohibited for GDPR reasons. Please do not send us this data, this kind of data is of no use for our analysis.
  9. No special characters in headers: A-Z;a-z are better (Points in header(s) will be automatically replaced with the character "-")
  10. if you insert 3 different files several times with 3 different headers for the same concept, different filters will be created. We advise you to keep the same format to group easily the filter names and facilitate further searches.
  11. Satisfaction score maximum and minimum will be detected from your data. The Satisfaction score will then appear like this: 3/10 on the platform (if 10 is the max)
  12. Recommendation scores are expected from 0 to 10. Adjust it to this scale so that the NPS calculated will be correct.




Step 3 - 2: Once done, go to the worksheet 2.   

  1. Choose your Source* type between the following list: (mandatory)


  1. Choose the idioma* of the comments (mandatory, or optional if you have a column Original Idioma)
The idioma is an important parameter for the semantic analysis. If all the comments are made using one single idioma, choose it into the list proposed.
If there is several comments in different languages (ex: 10 comments in German, 1000 in English), use the following response in the list: My comments are written in several languages and add a column in your data with the Original idioma information (please use the Idioma code provided in Parameters)
  1. Add your reference File ID (optional, if needed)
  2. Define a deletion date if needed (Optional. By default the deletion date will be 3 years after the data integration and processing)

Step 3 - 3: Then complete the headers status in the column H of the file (by default: you have: do not integrate this column).



After having choosen the header status, you will get this:


  1. Please read notices to detect any issues on your file.
  2. If you file is a survey, please complete the questions in the white cells of the column M:

has to be completed with each questions: 

  1. If there is no date column in your data, please complete the beginning and end date to let us complete with random date between the interval period of your choice.



  1. We detect automatically the problem in your data. You can not send us the file when problems have been detected.

  1. Step 4. Upload your completed file on the platform

  2. When you get the message, you can save your file and send it with a drag and drop on the Qemotion upload icon. (or click to choose your file in your personal disk).


We will check your file and launch the automatic processing in a few hours / days depending your priority queues and your plan. We will check your file and launch the automatic processing as soon as possible. You will anyway receive an email when the data will be incorporated to your existing project(s).


All rights reserved: Qemotion France SAS (2021)

Qemotion proposes CXinsights.io, a Customer experience solution: A SaaS solution that is capturing emotions from survey comments and webreviews and that is unlocking valuable insights.
The customer experience management platform showcases the emotions along your real customer journey, the interactions with the staff described by your clients etc.

You can therefore determine in an easier way the key action levers like:
- key insights and variations,
- main irritating points, 
- main enchantment points.

The platform helps you manage and prioritize the improvement actions you want to launch in order to improve the customer experience. As a consequence, you will increase loyalty and decrease churn levels.

The platform helps you also diffuse information into your organization with automated emotional alert systems, that transform your CRM into a Customer Enriched Emotion Management system (CEEM).

More information on: https://www.qemotion.com


    • Related Articles

    • Key instructions concerning the Excel File(s) Upload

      Summary The platform CXinsights.io is a tool which can collect automatically web reviews concerning your business or your brands, but also that can help you analyse your surveys and your files that include customer or employee comments.   To upload ...
    • Video resources: how to upload your files?

      Video intended for Emotion Start, Emotion Plus and Emotion Pro plans. Discover in a few minutes in an explanatory video how to configure upload your excel files. All rights reserved: Qemotion France SAS (2021) Qemotion proposes CXinsights.io, a ...
    • Video resources: how to add a source?

      Video intended for Emotion Start, Emotion Plus and Emotion Pro plans Discover in a few minutes in an explanatory video how to configure add one or more sources to your project. All rights reserved: Qemotion France SAS (2021) Qemotion proposes ...
    • Excel File(s) Upload for Emotion Corporate Plan

      Excel File(s) Upload for Emotion Corporate Plan To upload a new file on your project, please follow the 3 following steps: Step 1: Access the sources of the project (Project configuration > + Button ) Go on the project list and left click on the ...
    • Pourquoi dois-je préconiser une nouvelle émotion lors de la déclaration d'erreur d'une émotion ?

      Comme tout système de classification automatique, des ajustements peuvent être nécessaires. Vous pouvez désormais déclarer des erreurs émotionnelles sur l'interface. Il suffit de déplier le verbatim et de cliquer sur l'émotion de la phrase concernée ...