Import Batch Contact List

Batch imports can be done by uploading or pasting a CSV file of your contacts information. The CSV must follow a specific format like the one given below:

valid@email.com,firstname,lastname,password,userfield1,userfield2,userfield3,userfield4,userfield5

Excel csv example
Note: You can prepare and format your contact list using any excel software and export it in a CSV format.

The format contains 9 columns for each contact. The following is a description of each of the nine columns.

CSV column description

  1. Column 1 (Compulsory):  Should Contains the email address of your contact
  2. Column 2 (Compulsory): Should Contains the first name of your contact
  3. Column 3 (Compulsory): Should contain the last name of your contact
  4. Column 4 (Not Compulsory): should contain a password select by you for this contact. This field is important if you wish to do a password distributed survey.
  5. Column 5 (Not Compulsory): this filed can be used to add custom user field. This could be any extra data that is associated with this contact.
  6. Column 6 (Not Compulsory): this filed can be used to add custom user field. This could be any extra data that is associated with this contact.
  7. Column 7 (Not Compulsory): this filed can be used to add custom user field. This could be any extra data that is associated with this contact.
  8. Column 8 (Not Compulsory): this filed can be used to add custom user field. This could be any extra data that is associated with this contact.
  9. Column 9 (Not Compulsory): this filed can be used to add custom user field. This could be any extra data that is associated with this contact.

How to upload contact via a CSV File?

  1. Login to your survey account
  2. Click on the Audience icon at the top right
    Select audience group for your online survey
  3. Select the audience group you wish to add the contact to from the drop-down menu. If you have not already created an Audience group, please create one now before proceed. [Click here to learn how to create an audience group].
  4. After selecting the audience group, more button options will be displayed. Click the “Import Batch” button
  5. You will be presented with the option to import contacts via a CSV file or by pasting a CSV text of your contacts.

Importing via CSV File

  1. CSV contact import file
    Click on “Upload CSV file” to reveal the upload function
  2. Click on “Upload” and select your CSV file
  3. Click on the “Import” button to upload all your contact into your selected audience group

Importing via Copy Past CSV Test

  1. CSV contact import copy past
    Click on “Past CSV Text” to reveal the CSV text box.
  2. Past your CSV text. Make sure the text follows the defined format that was described in this article
  3. Click the “Import” button to upload all your contact into your selected audience group