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                                  • Good to Know

                                    Email Address Lists

                                    Invitations can be sent to a list of contacts created and saved under Contact Lists. This feature allows you to quickly and easily deliver invitations to frequently surveyed groups. Lists are the perfect choice when sending to large groups, using Data Population, and using Mail Merge in invitations.

                                    Even better: Our system updates each list automatically based on the status of the email address in Track Survey. As a result, you’ll have a clear picture of the updated email statuses of each list before using it for future publishing.

                                    Create Email List

                                    1. Open your project and click on the Publish icon.
                                    2. On the far right end of the menu bar, click on Contact Lists.
                                    3. Click Create New, then choose List.
                                    4. On the first step of the list creation wizard, identify your list and type.

                                      1. Enter a unique and descriptive name for the list.
                                      2. Select Email Address List as your list type.
                                      3. Proceed by clicking Continue.
                                    5. On the Additional Fields step, select or create required any attributes for your list. These include fields for Mail Merge and Data Population.
                                      1. Email Address will be selected by default.
                                      2. Check the relevant box to select any of the pre-defined attributes.
                                      3. To add your own fields, check the box in front of Add Custom Fields. Then identify the number of custom fields that should be added. Finally, name each field (Title, etc.). Up to 25 custom attributes can be included in your List.
                                      4. Proceed by clicking Continue.
                                    6. On the Source step, choose how to load your contacts.
                                      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 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.
                                    7. Under Populate List, provide content or map your List attributes with your File/List columns.
                                    8. Click on Continue to create your List.

                                    Maximum file size is 10 MB.

                                    Manage Lists

                                    Reviewing and managing your list is quick and easy. Just select a list and click on View/Modify:

                                    1. Add more contact(s)
                                    2. Delete contact(s)
                                    3. Edit contact information
                                    4. Archive contact(s)that are no longer required
                                    5. Rename list attributes

                                    Modify Fields

                                    Keep your Contact Lists up to date by updating records, adding in new fields, or hiding fields.

                                    Here’s how:

                                    1. Select the List you want to modify.
                                    2. Choose View/Modify.
                                    3. Click on Modify Fields.
                                    4. You’ll see check marks identifying the current fields.
                                    5. To delete an entire column of data, click on the trash icon next to the field. To hide it, click Hide.
                                    6. Select new fields to add by checking the relevant box for each. To add custom fields, use the dropdown menu to increase the number of fields to be added and enter the appropriate field name(s).
                                    7. Click on Done and Continue.
                                    8. On the Source step, choose how to load your contacts.
                                      • Import from file: Supported file formats include .csv, .xls, and .xlsx.
                                      • Copy from another list: Import from Email Lists previously created in Contact Lists.
                                      • Import from survey responses: This option will be displayed if responses are available.
                                      • 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.
                                    9. Once you have selected the source, choose how you’d like to modify your list:
                                      • Add new records to your list: Update your Contact List with new email records and other details.
                                      • Update existing records and add new records to your list: Add email addresses and additional fields of content. If these records already exist, they will be updated. If not, they will be added as new records.
                                      • Update existing records in your list: Change details for your existing email records.
                                    10. Click on Done.
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