Users can upload a list of IDs, emails or contacts which are then invited to the survey. This is known as a ‘respondent list’ or ‘sample file’. Uploading a respondent list to your survey is very simple.
Important
A sample file / respondent list must meet the following criteria.
- Excel format only
- Maximum 100,000 rows (respondents)
- Maximum 25 columns (variables)
- 1x variable for “Email” and/or “Phone”
- No limitations on language.
Starting within the Launch Tab of Survey Builder, click the “New audience” button to open the ‘Create’ window.
Select ‘Respondent list’. NB: This will not work if you have not published your survey (top right) of the Launch tab.
Add any preferred name, description or tag(s). Name is mandatory.
In this example we have named this audience “Demo sample”.
Click ‘Create’.
This launches the “Upload” tool.
Click ‘Browse’ to open file explorer and search for your file.
Once selected, click ‘Upload respondents’ to run the upload.
You will be directed to the “Review” tab.
This displays the data from the uploaded file.
- Rows = respondents
- Columns = variables
Use the icons on the right-side to edit the data, or delete respondent (row) entirely.
Click the ‘Next’ button to proceed forward.
You will be directed to the “Import” tab. Click ‘Import’ to complete the process.
After processing you will be directed to a new summary page which displays the data seen in the previous screen, but now with additional columns.
1. Status – the activity status of this respondent – default is “Not started”
2. Survey link – a unique id which is later appended to that respondents survey url.
3. Return to the Launch tab using the back-arrow
Returning to the Launch tab your uploaded list now appears as an item in the ‘Respondents’ tab.
You have successfully created an audience (via a sample list) which can now be used and surveys delivered to.
