How do I create and send a contact list?

(You will need a paid subscription to be able to use this feature)

To create a contact list, please follow the steps below:
  1. On your Dashboard, click Address Book in the Resources section.
  2. Click Add New Contact List.
  3. Enter a name for your contact list and choose whether you want respondents to be anonymous*, whether you wish to upload duplicate emails, and if you need to add any other custom fields. Click Save. (To learn how to include custom fields, click here.)

    *Please note, if you set your contact list as anonymous, then you will not be able to identify exact respondents.

  4. To start adding contacts, click Add Contacts.

  5. Enter your contacts into the form provided and click Add Contacts. (For more help with adding contacts, please view our help guide; 'How do I add contacts to a contact list?')
  6. To send a survey to your contact list, select Invitations.

  7. Select Create New Invitation.

  8. Select the survey you wish to send from the drop down menu and click Continue.
  9. On the next page, you can customise your sender details, such as: Display Name, Email address, Subject heading and email content.
    There is no need to change anything that is in [square brackets], as our system will automatically populate them with the relevant information based on the database you created.

  10. Click Next Step to continue. (You can also send a test email before sending, or save a draft of the email message.)
  11. Choose whether to schedule a delivery or send straight away, and click Send to confirm the delivery.
    Alternatively, click Setup Later to arrange the distribution at another time.

  12. You will then be taken to the Email Invitation Details page.
  13. When the invitation has been sent out, you you will be able to view the tracking status of each contact within the distribution. (For more information on tracking, please view our help guide; 'What is Open Tracking?')
You can also send reminder emails to those who have not responded. For more informaion on this feature, please view our 'Send Reminder' help guide.