How to Add Contacts in Bulk

Importing contacts in bulk allows you to upload a large list of recipients at once, rather than adding them one by one. This is especially useful if you already have an existing database of contacts or want to run campaigns at scale. Bulk importing saves time and ensures consistency when managing large contact lists.

If you already have a list of contacts, you can upload them all at once using the Bulk Import feature.

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 Bulk Import

On the Contacts Dashboard, click Bulk Import.

The Bulk Import Contacts form will open.

Step 2: Download the Template (Recommended)

To ensure your file is formatted correctly, click Download Template.

This template shows the correct structure for the contact file.

You can open the template in Excel or CSV format and fill in your contacts before uploading.

Step 3: Upload Your File

Once your contact list is ready:

Click Drop your file here, or click to browse.

Select your CSV or Excel file from your computer.

After selecting the file, the system will import your contacts into the platform.

Once the process is complete, the new contacts will appear in your Contacts Dashboard.