Upload a question set

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Administrators can upload a simple question set by creating and uploading a question set spreadsheet in Excel format.

Note

This process supports only basic question sets. Follow the steps in Configure question sets to work with more complex question sets.

Download and configure the question set template

The downloaded Excel file includes three tabs:

Structure—Define the structure of the question set by specifying questions and answers. Link answers to the corresponding Product Tag, Product ERP Id, or both.
By default, four pairs of questions and answers are included in the template. If you need more, add column pairs following the same naming convention for column headers.
You can create multiple question sets in the same file.
Localization—Define the labels and comments for the questions that you have defined in Structure. For each row, define the name of the question set, question, and answer, and the language code.
Image—Define the image names and their paths in an application folder.

Create a temporary folder in the application:
1. Select Administration from the left navigation area.
2. Select Content Management, then select Folder.
3. In the Create Folder popup, enter a name for the new folder.
Select the folder you created.
Select File to upload an image as a .zip file.
In the Excel file, select the Image tab.
Map the image name, including its extension, and its path in the application to the appropriate question set, question, or answer in the spreadsheet.

After you define all question sets, questions, and answers, upload the file to the system:

From the application, select Administration from the left navigation area.
From the top navigation bar, select Guided Selling.
Select , and select a file to upload. When successfully uploaded, the new question set is visible in the list.
Select the new question set, then set the Active switch to YES.
Verify that the question set, questions, answers, and all images render correctly.
Test the guided selling feature based on the new question set.
Go to Administration > Content Management and delete the temporary folder with images you created.

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