Adding New Users to an Existing Contact List

Adding names and email addresses to a contact list allows you either to send an existing survey to more people, or to customise a list for a new distribution.

Adding Contacts to a List

To add contacts:

  1. From the Home page, in the blue navigation bar on the left of the page,  hover over the Libraries and select Address Book
  2. Click on the name of the Contact List you wish to edit
  3. Under Actions: select the green Add Contacts button
  4. In the box under Enter Contacts, start a new line after the last contact in the list.
  5. Add details in the format email, name. The comma is needed to separate the two fields
  6. When the list is finished, click the green Save button

Sending a Survey to New Contacts

Once you have added new contacts to a list, you can send the survey to the new contacts only. To do this:

  1. From the Home page, in the blue navigation bar on the left of the page,  hover over the Libraries and select Address Book
  2. Click on the name of the Contact List you wish to send
  3. Under Actions: select the orange Invitations button
  4. Next to your existing invitation, click View Results.
  5. You will see a message confirming your new contacts in a box at the bottom of the page. Click the Click here link within this dialog to send your survey to the new contacts.

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