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Step 1 β€” Upload C20 CSV

Export from the Academic Expectations Survey Google Sheet as CSV.
Required columns: Partner Code Β· Module as expected (1-5) Β· Is there anything we can do to help you with your studies?

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C20 CSV β€” Academic Expectations Survey

β–Ά Step 1b β€” Email Reporting CSV Optional β€” for funnelWhere to find this β†—

Columns: Name Β· Delivered Β· HTML Opens Β· Total Clicks. Filter to rows where Name contains "C20".

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Email Reporting CSV

Step 1 β€” Upload C65 CSV

Export from the Completion Survey Pulse Google Sheet as CSV.
Required columns: Partner Β· Score Β· Feedback

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C65 CSV β€” Completion Survey Pulse

β–Ά Step 1b β€” Email Reporting CSV Optional β€” for funnelWhere to find this β†—
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Email Reporting CSV (filter to C65 rows)

Step 1 β€” Upload C40 CSV

Export from the Testimonial Request sheet (Google Sheets or Notion export).
Required columns: Partner Β· Score Β· Consent Β· Full Quote

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C40 CSV β€” Testimonial Request

β–Ά Step 1b β€” Email Reporting CSV Optional β€” for funnelWhere to find this β†—
Click to choose or drag & drop

Email Reporting CSV (filter to C40 rows)

Step 1 β€” Build prompt from current data

Generates a structured prompt from whatever CSVs you've uploaded. Copy it, paste into Claude, and paste the response below.

Step 2 β€” Paste Claude's response

Paste the full JSON response from Claude here, then click Apply. This will populate the So What, HEP Own & Act, and Partner Conversations sections before you publish.

Saves into the payload β€” publish when ready