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The Contacts section allows you to store and manage the people you want to send surveys to.
Contacts are especially important when using Email Campaigns. Before you can send surveys by email, you must first create contacts or organize them into contact groups.
This feature helps you build and maintain a list of respondents so that you can easily distribute surveys to the right audience.
In the Contacts section, you can:
Add contacts individually
Import contacts in bulk
Organize contacts into groups
Manage and update your contact list
Having a well-organized contact list makes it easier to target the right audience when sending surveys.
To access your contacts:
Go to your Survey Dashboard.
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.
Adding contacts individually is useful when you only need to add a few respondents.
On the Contacts Dashboard, click Add Contact.
The Add New Contact form will open.
Enter the contact’s details in the form.
Fields marked with a red asterisk (*) are required. These fields must be completed before the contact can be created.
Required fields typically include:
First Name
Last Name
Email Address
You may also add optional information, such as Phone Number
If you want to store additional information about a contact, scroll down to the Custom Fields section.
Click Add Field.
Then enter:
Field Name
Field Type
Value
Custom fields allow you to store extra information such as:
Company name
Department
Customer ID
Location
This can be useful when segmenting contacts later for targeted campaigns.
After completing the form, click Create Contact. The new contact will now be added to your Contacts Dashboard.
If you already have a list of contacts, you can upload them all at once using the Bulk Import feature.
On the Contacts Dashboard, click Bulk Import.
The Bulk Import Contacts form will open.
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.
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.
Contact groups help you organize contacts into categories so you can send surveys to specific audiences.
For example, you might create groups such as:
Customers
Employees
Event Participants
Newsletter Subscribers
Grouping contacts allows you to target the right people when sending surveys.
In the Contacts section, click Contact Groups.
Click Create Group.
The Create Contact Group form will appear.
Fill in the required fields:
Contact Group Name
Description (optional)
The description can help explain the purpose of the group.
Click Create Group.
Your new contact group will now appear in the Contact Groups Dashboard.
Once a group is created, you can add members to it.
Go to Contact Groups.
Select the group you want to manage.
Click Members, then click Add Members.
A list of all contacts available in your dashboard will appear.
Select the contacts you want to add by checking the box next to each contact.
After selecting the contacts, click Add Contacts.
The selected contacts will now be added to the group.
Once your contacts and contact groups are created, you can use them when sending surveys through Email Campaigns.
Instead of manually entering email addresses each time, you can simply select your saved contacts or groups and send your survey instantly.
