Adding Contacts
Contacts represent an organizational structure for internal employees. Members within Contacts can participate in business collaborations within the organization, such as distributing surveys to members listed in Contacts. Members can view the questionnaires they need to respond to and click to participate, as well as review their previous response records.
Click on the user avatar and select Contacts. You can add contacts by adding a single contact or by importing multiple contacts.
Adding a Single Contact
1. Click on Add a single contact.
2. Enter information such as email and name. You need to add group or label information first if you want to select from those options.
3. Click Save.
Importing Multiple Contacts
1. Click on Import multiple contacts.
2. Click on Upload CSV, you can download the Excel sample file.
3. Click on Upload Excel File.
Editing Contact List
You can select contact(s) from the contact list to edit contact information, add to a group, or add a label. You can also bulk delete selected contact(s).
Frequently Asked Questions
Q: What are Contacts in SurveyMars?
A: Contacts represent an organizational structure for internal employees who can participate in business collaborations and respond to surveys.
Q: How can I add contacts to SurveyMars?
A: You can add contacts by adding a single contact or by importing multiple contacts using CSV/Excel files.
Q: What information is required when adding a single contact?
A: You need to enter email, name, and optionally select group or label information.
Q: What file formats are supported for bulk contact import?
A: You can upload CSV files or Excel files for bulk contact import.
Q: Can I edit contact information after adding them?
A: Yes, you can select contacts from the contact list to edit information, add to groups, add labels, or bulk delete selected contacts.
Q: Do I need to create groups and labels before adding contacts?
A: Yes, you need to add group or label information first if you want to select from those options when adding contacts.
