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Unique ID Lists

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When you do not have email addresses for your participants and would like to create offline invites, you can create a list with Unique IDs under Contact Manager. These lists will be used to generate single- or multi-use survey access codes.

 

Create Lists

  1. In the Distribute tab, click on Contact Manager.Distribution_v1_0001s_0002_Layer-19
  2. Select the List option under New.
  3. This should direct you to the list creation wizard. Under Assign Name:
    1. Enter a unique and descriptive name for the list.
    2. Select Unique IDs as your list type.
    3. Proceed by clicking Continue.
  4. On the Additional Fields step, select or create required attributes for your list.
    1. Email Address will already be selected.
    2. Select from 12 pre-defined attributes and add up to 88 custom attributes to your list.Contact_unique
  5. Proceed by clicking Continue.
  6. On the Source step, you can choose to import:
    1. Import from file: Supported file formats include .csv, .xls and .xlsx.
    2. Copy from another list: Import from Email Lists previously created in Contact Manager.
    3. Import from survey responses: This option will be displayed if survey responses are available.
    4. Add individual contacts manually: This feature is helpful when you need to add very few contacts or you do not have a file to import.Contact manager_prepop
  7. Under Populate List, provide content or map your List attributes with your File/List columns.Contactmanager_prepopulation
  8. Click on Continue to create your list.

 

Manage Lists

Reviewing and managing your list is quick and easy. Just select a list and click on View/Modify.
Below are things you can do with your list:

  • Add more contact(s)
  • Delete contact(s)
  • Edit contact information
  • Archive contact(s) no longer required in your list
  • Rename list attributes