Managing and Adding Contacts to Your Address Book
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Managing and Adding Contacts to Your Address Book

Surveys distributed using the email invite tool are sent to contacts from your address book. You can access your address book from the Contacts page in the Tools menu or from the invite page of any survey.

VIDEO Address Book Overview

Using the address book you can:

  • Add contacts one-by-one or by importing a spreadsheet.
  • Add custom fields to store additional information about your contacts.
  • Create and share contact lists with groups.
  • Generate random contact lists.
  • Reset passwords for respondents using self-specified passwords to take surveys.
  • Delete bounced or unsubscribed contacts.

Click one of the following topics for more information:

Adding and Importing Contacts to Your Address Book

Adding a Single Contact

To add a single contact (custom fields permitted):

  1. Go to your address book by clicking the invite icon invite icon and Address Book. Or go to the contacts page by selecting Contacts from the Tools drop down.
  2. Click ADD CONTACTS and select Add a Single Contact
  3. Enter your contact’s Full Name and Email Address.
  4. Add custom fields by selecting or adding them from the Add Custom Fields drop down.
  5. Click Save Contact.

Adding Multiple Contacts Manually

To add multiple contacts manually (name and email address only):

  1. Go to your address book by clicking the invite icon invite icon and Address Book. Or go to the contacts page by selecting Contacts from the Tools drop down.
  2. Click ADD CONTACTS select Manual Contacts Input.
  3. Add your contacts, each on a new line. Enter a name and email address separated by a comma per contact, or only enter an email address. Custom fields are not supported.
  4. Click Add Contacts.

Importing a Spreadsheet of Contacts

You can add up to 5,000 contacts at a time by importing .csv or .xls file (custom fields permitted):

  1. Go to your address book by clicking the invite icon invite icon and Address Book. Or go to the contacts page by selecting Contacts from the Tools drop down.
  2. Click ADD CONTACTS select Import Contacts.
  3. Click Choose File and select a .csv or .xsl file.
  4. If you’re adding custom fields, wait until the fields load in the window and select all fields you want to import. Name, email, and pre-existing custom fields will be imported by default.
  5. Click Add Imported Contacts.

Formatting Guidelines

Before uploading your file, double-check the format. Your file must be saved as either a .csv or .xsl file. Each contact needs to be on its own row in the spreadsheet, and the columns must be ordered as follows to match how they appear in Contacts:

Name, Email,Custom 1, Custom 2, Custom 3, Custom 4, Custom 5, Custom 6

Import Contacts from a Spreadsheet or Address Book
Creating and Sharing Lists of Contacts

You can organize your contacts into a hand-picked list, or you can create a random list made up of contacts in your address book.

Creating a Contact List

To create a hand-picked contact list:

  1. Select Contacts from the Tools drop down.
  2. Click New List and select Empty List.
  3. Name your list.
  4. Select the contacts you want to add to your list from the main contact list. Select All Contacts in the top-left corner to display this list.
  5. When you have selected all of the contacts you want to add, select Add Contact(s) to List(s) from the Actions menu and then select the lists you want to add them to.

Random lists randomly select a certain number of contacts from your address book. If you specify a size that is greater than the number of contacts in your address book, all contacts will be added to your random list.

Creating a Random List

To create a random list:

  1. Select Contacts from the Tools drops down.
  2. Click New List and select Random List.
  3. Give your list a name and size. The size will determine how many contacts are randomly chosen for the list.
  4. Choose which lists you want to sample from or leave it at Sample from 0 Lists to sample from your entire address book.
  5. Click Create List

Sharing a List with Groups

To share lists with groups:

  1. Select Contacts from the Tools drop down.
  2. Select the list you want to share.
  3. Select Share Contact List from the Actions menu.
  4. Select which groups you want to share the list with and click Share.
Editing and Deleting Contacts

Edit any contact by clicking on their record in the contact list. Editing will let you change or add fields or custom fields. Deleting a contact will permanently remove them from your address book and all lists they belong to. To delete a contact, select it and then select Delete Selected Contacts from the Actions Menu.

You can also select Delete Unsubscribed Contacts or Delete Bounced Contacts to delete all contacts that have either unsubscribed from emails or had an invite email sent to them bounce. Whether or not you delete them, contacts who unsubscribe will no longer receive emails from your account.

Resetting a Contact’s Password

Respondents that are required to enter an email address to access a survey are automatically added as contacts in your address book. You can also require these respondents to set up a password to access surveys. If a respondent forgets their password, you can manually clear it in your address book, giving the respondent the ability to create and use a new one.

To reset a self-selected password for a respondent:

  1. Go to your address book by clicking the invite icon invite icon and Address Book.
  2. Select the contact who needs their password reset.
  3. Select Clear Passwords of Selected Contacts from the Actions menu.