Sending Survey by Contacts

After creating contacts, you can select them when sending emails or text messages for quick addition.

1. Open the email or SMS sharing page. Click the + Quick Add button and it allows you to add from contact list or external contacts.

2. Open the pop-up window to add from contacts. You can select contacts by searching, filtering by group, filtering by labels, or importing contacts in bulk.

3. For bulk importing contacts, you only need to add the contact email (You can download the excel sample file to view the format). Note: The contacts being imported must already exist in the contacts list in order to be successfully imported. 

4. After selecting the contacts, you can send to the corresponding contacts upon confirmation.

Frequently Asked Questions

Q: How can I use contacts when sending surveys?
A: After creating contacts, you can select them when sending emails or text messages for quick addition using the "+ Quick Add" button.

Q: What options do I have when adding contacts for survey distribution?
A: You can select contacts by searching, filtering by group, filtering by labels, or importing contacts in bulk.

Q: What file format is required for bulk contact import when sending surveys?
A: For bulk importing contacts, you only need to add the contact email, and you can download an Excel sample file to view the format.

Q: Can I import contacts that don't exist in my contacts list?
A: No, the contacts being imported must already exist in the contacts list in order to be successfully imported.

Q: How do I confirm and send surveys to selected contacts?
A: After selecting the contacts, you can send to the corresponding contacts upon confirmation through the email or SMS sharing page.