Create and manage email list

Creating email lists is important to ensure that your survey is sent out to a large number of people. SurveyAnalytics allows you to create email lists by manually adding contacts or uploading an external file (Excel or CSV format) containing contacts. A the time of sending out email invitations you can simply select the desired email list and send out your survey.

You can also delete or add contacts to the existing email lists.

How do I create email list?

To create email lists go to:

Go to: Login » Surveys (select a survey) » Distribute » Email.

Enter name: Assign the email list with a unique name so that later you can identify it easily. Type: The email list type can be-

  • Survey Specific: The email list will be visible only for that particular survey.
  • Global: The email list will be visible for all the surveys created in the account. It saves time when you wish to use the same email list for all the surveys.
Survey Software Help Image
Survey Software Help Image

How do I add email addresses in the email list?

There are 2 methods to do so:

Method 1 -Import Contacts:

  • Step 1: Create an excel sheet with all the email addresses and data associated with it.
  • Step 2: Upload it in the system.
  • Step 3: Skip header ( optional) [ You need to do this if the 1st row in the sheet are only headers and not any value].
  • Step 4: Map the values from the dropdown. In that way the system knows which value means what.
  • Survey Software Help Image
    Survey Software Help Image

    OR

  • Step 1: Select Advanced settings >> Custom Data Format.
  • Survey Software Help Image
    Survey Software Help Image
  • Step 2: Click Save.

Method 2 -Input Contacts (Manual Entry):

With this method you can add email addresses and its data manually in the email list. This method can be used when you have a small email list.

  • Step 1: Click on INput Contacts (Manual Entry).
  • Step 2: Select the header from the dropdown.
  • Step 3: Add the values below it.
  • Survey Software Help Image
  • Step 4: Click Upload.
  • OR

  • Step 1: Click on Copy / Paste email addresses.
  • Step 2: Select a predefined format.
  • Step 3: Enter the values based on the format.
  • Survey Software Help Image
    Survey Software Help Image
  • Step 4: Click Upload.

How many email addresses can I upload in one email list?

We recommend to upload up to 5000 email addresses per email list, to add more email addresses please create a new email list.

How do I delete email list?

  • Step 1: Go to lists tab. Under "my email lists" you will see all the email lists that you have created.
  • Survey Software Help Image
  • Step 2: Click on (x) icon to delete email list.
  • Step 3: A pop-up will appear seeking your permission to delete email list.
  • Step 4: Click "yes" to delete email list.
Deleting an email list will invalidate all tracking links sent out.

License

This feature/tools described here are available with the following license(s) :

Professional Edition and above- Buy Now - $15/Month

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