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Project Basics
  • Getting Started!
    • CX Dashboard
      • CX Metrics
        • Analyze your drivers
        • Getting Started!
          • Assessment Question types
            • Score and more
              • Quiz participation
                • Get Results
                • Introduction to Poll
                  • Build your Poll
                    • Launch your Poll
                      • Analyze your Poll
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                          • Project Style
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                                • Account Settings
                                  • Good to Know

                                    Unique ID Lists

                                    When you do not have email addresses for your participants but you don’t want your questionnaire to be open to the public, you can use a Unique ID List under Contact Lists. Unique IDs may be created from employee or student ID numbers, for example. These Lists will be used to generate single- or multi-use survey passwords.

                                    Create Unique ID List

                                    1. Select your project, then click on the Publish icon.
                                    2. On the far right end of the menu bar, click on Contact Lists.
                                    3. Click on 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 Unique ID List as your list type.
                                      3. Proceed by clicking Continue.
                                    5. On the Additional Fields step, you may select or create new list attributes, including fields for Data Population.
                                      1. Unique ID will be selected by default.
                                      2. Check the relevant box to select any of the listed 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 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.
                                    7. Under Populate List, provide content or map your List attributes with your File/List columns.
                                    8. Click on Continue to create your List.

                                    Manage Lists

                                    Reviewing and managing your Contact List is quick and easy. Just select a List and click on View/Modify. Here’s what you can do:

                                    • Add more contact(s)
                                    • Delete contact(s)
                                    • Edit contact information
                                    • Archive contact(s)that are no longer required
                                    • 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 Unique ID 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 Unique IDs records and other details.
                                      • Update existing records and add new records to your list: Add Unique IDs 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 records.
                                    10. Click on Done.
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