Dynamics Community Forum Thread Details

Hello Emmeline,

You've encountered a frustrating change in behavior between your past successful imports and your current attempts with Customer Voice surveys. The "All variables must first be added in Personalization" error, even when you believe you've correctly added them, points to a subtle mismatch or a recent update in Customer Voice's handling of personalization.

Let's troubleshoot this step-by-step:

Understanding the Problem:

Personalization Variables: Customer Voice uses personalization variables to include dynamic data (like contact names, survey links) in survey invitations.
Import Template: The CSV import template provided by Customer Voice is designed to map columns to these variables.
Error Message: The "All variables must first be added in Personalization" error indicates that Customer Voice is not recognizing the variables in your CSV or email, even though you think they are set up correctly.
Recent Changes: Microsoft frequently updates Dynamics 365 and Customer Voice, which could have introduced changes to how personalization is handled.

Troubleshooting Steps:

Verify Variable Names and Case Sensitivity:
- Exact Match: Ensure that the variable names in your CSV file exactly match the variable names in your Customer Voice survey and the email template.
- Case Sensitivity: Double-check the case sensitivity of the variable names. "FirstName" is different from "firstname."
- Spaces and Special Characters: Avoid using spaces or special characters in variable names.

Recreate Variables (If Possible):
- Delete and Re-add: Try deleting the variables in your Customer Voice survey and email, then re-adding them. This can sometimes resolve internal caching or mapping issues.
- Use the UI: Make sure you are creating the variables through the Customer Voice User Interface, and not through any manual code.

Check the CSV Template:
- Download Fresh Template: Download a fresh copy of the CSV import template from Customer Voice.
- Compare Headers: Carefully compare the column headers in your CSV with the headers in the fresh template. Look for any subtle differences.
- Encoding: Ensure that your CSV file is saved with UTF-8 encoding.

Simplify Your CSV:
- Minimal Columns: Try importing a CSV with only the essential columns (e.g., email address, first name, last name).
- Test with Sample Data: Use a small sample of test data to isolate the problem.

Review Customer Voice Documentation and Release Notes:
- Microsoft Docs: Check the official Microsoft Customer Voice documentation for any recent changes or known issues.
- Release Notes: Review the Dynamics 365 release notes for any updates related to Customer Voice.

Test Email Personalization:
- Preview Email: Use the preview feature in the Customer Voice email editor to see how the personalization variables are rendered.
- Send Test Email: Send a test email to yourself to verify that the variables are populated correctly.

Contact Microsoft Support:
- If the problem persists, contact Microsoft Support for assistance. They can investigate your specific environment and identify any underlying issues.
- Provide Details: When contacting support, provide detailed information about your setup, including:
  - The exact error message.
  - Screenshots of your CSV, survey, and email.
  - The steps you've taken to troubleshoot.

Specific Points to Inspect:

Column Headers: The headers in the CSV must match the variable names exactly.
Data Types: Ensure that the data types in your CSV columns are compatible with the variable types in Customer Voice.
Missing Data: If any required variables are missing from a row in your CSV, it could cause errors.

By systematically working through these steps, you should be able to identify the cause of the error and successfully import your contacts for survey invitations.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more. If you have further questions, please feel free to contact me.

My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query.

Regards,

Daivat Vartak

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Having an issue importing contact to a csv with customer voice survey.

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