How to Add Individual Contacts

Adding individual contacts allows you to manually register people who you want to invite to your survey via email campaigns. This method is ideal when you are working with a small number of recipients or when you want to carefully control and verify each contact before sending out invitations. It also allows you to personalize communication by including names and other details.

Open the Contacts Dashboard

To access your contacts:

1. Go to your Survey Dashboard.

2. At the top menu of the platform, click Contacts.

You will now see the Contacts Dashboard, where all the contacts stored in your account are listed. This is where you can manage and organize your contacts.

Step 1: Click Add Contact

On the Contacts Dashboard, click Add Contact.

The Add New Contact form will open.

Step 2: Fill in the Contact Information

Enter the contact’s details in the form.

Fields marked with a red asterisk (*) are required. These fields must be completed before the contact can be created.

Required fields typically include:

• First Name

• Last Name

• Email Address

You may also add optional information, such as Phone Number

Step 3: Add Custom Fields (Optional)

If you want to store additional information about a contact, scroll down to the Custom Fields section.

Click Add Field.

Then enter:

• Field Name

• Field Type

• Value

Custom fields allow you to store extra information such as:

• Company name

• Department

• Customer ID

• Location

This can be useful when segmenting contacts later for targeted campaigns.

After completing the form, click Create Contact. The new contact will now be added to your Contacts Dashboard.