If you have a contact list saved as a CSV/Excel file on your computer, you can copy the data from it to use as a Contact List for sending surveys by email from within SmartSurvey.
Creating a Contact List from CSV/Excel
To import contacts from a CSV/Excel to a list:
- Follow the steps for creating a new contact list.
- In Address Book, click the contact list.
- Select Add Contacts.
- Copy and paste contact details from your CSV/Excel file. Use the Format guide to make sure information is in the correct order, for example, email, name.
- Click Save.
If your CSV file contains more than just the respondent's email and name, you can add custom columns to your contact list.
When copying contacts from a CSV/Excel file, be sure to order your columns as per the format guide in SmartSurvey. See the example below:
|Format guide within the contact list:
||CSV/Excel file with matching column headings:
The process for SMS lists is identical, except with SMS numbers instead of the email addresses.