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Contact lists

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A contact list is a reusable group of contacts that you can invite to multiple surveys. You can enter contacts manually or upload them from a file. You can use contact lists to easily distribute multiple surveys to the contacts on the list without having to import a file over and over again.

Important! Contact lists are only useful if you’re inviting the contacts to multiple surveys and always with the same metadata. Otherwise, import your contacts directly in the survey. It is easier and will save you time.

Create a contact list

  1. Go to Account and click on Contacts.
  2. Click on Contact lists.
  3. Click on Create new list.
  4. Give the list a name and, optionally, a description, and click on Create.
Actions -> Share

Import contacts into a contact list

  1. From the Contacts Lists overview click on Actions next to the list and click on Import.
    Or open a list and click on the the blue button and then choose Import from file.
  2. Select your file and click on Upload.
  3. Select the columns that you want to import and click on Continue.
  4. If your list also contains contacts without an email address, select Yes for Import rows without an email address? If not, you can leave it at No.
  5. Select the default language. This language will be used if you didn’t select a language column in step 2. Fields, or if there are blanks in the language column.
  6. Click on Continue.
  7. Select whether or not you’d like to save this import as a configuration. An import configuration contains all the settings for an import including the column mappings, and how your data should be handled. You can still make changes each time. If you import the same kind of file regularly, you can save your configuration and re-use it later.
  8. Click on Continue.
  9. The next page shows an overview of all of your selections. You can still go back and make changes if necessary. If all is ok, click on Start import.

You can continue working in CheckMarket while the import is running. You’ll receive an email as soon as the import is finished with an overview of the number of contacts successfully imported, and, if any were unsuccessful, the reason why.

Update contacts that are already in a list

In order to mass-update contacts in a list, simply export the entire list into excel, make your changes and import the file again. The correct fields will automatically be selected based on the headers in excel.

export a contact list

Share a contact list

You can share contact lists with other users in your account. That way you’re in full control of who can access a particular list and who can’t. As you know, controlling access to personal data is high on our priority list – and should be on yours too – especially considering General Data Protection Regulation (GDPR).

Please note that the account administrator will always have access to all contact lists.

The account administrator or user administrator can always give access to contact lists via the Users menu, but you can share your own lists with others as well by following these steps:

  1. Go to the contact list.
  2. Click on Actions next to the list you’d like to share.
  3. Click on Share.
Actions -> Share
  1. Select everyone you want to share the list with. Then click on Save.
Share the contact list with other users in your account

I don’t see the ‘Contact lists’ option?

Contact lists are only available to the account administrator and users with Manage contacts rights. If you don’t see this option, please contact your account administrator so they can give you access. Their contact details are mentioned under Account.

manage contacts

Are contact lists the same as the old ‘Groups’?

Those of you who have been working with CheckMarket long enough may find similarities with our old ‘Groups’. (if ‘Groups’ doesn’t ring a bell, don’t worry, they’re gone anyway :-) )

The contact lists are entirely different, though.

  1. First of all, contact lists are not required anymore. If your target group and/or metadata change with each survey, simply import contacts directly by uploading a file. There’s absolutely no need to create a list. Lists are only of value when you use contacts with the same metadata over and over.
  2. There are no folders anymore. All lists are immediately visible from the Contact Lists page.
  3. An email address can exist only once in the same list. Files that you import into a list will automatically strip doubles. If you need an email address more than once in a particular survey, import your file directly into that survey.
  4. Restrict access to a list. You yourself decide who can see your list and who can’t. If, for any reason, someone is not allowed to have access to the list you’re creating, simply don’t share it with that person. They won’t be able to see it. If you share your list with someone, they’ll be able to see and modify it from within their own account.

2 comments

Join the conversation
  • Louise Simmons - November, 2017 reply

    Hello,
    If I send out a link to multiple contacts, is it possible to know who has filled it out so I can follow up with individuals who haven’t to ensure that they do? Ii am not interested in the individual results per say as I will be reporting the aggregate data. I do however want to be able to send personalized reminders.

    thanks

    Nadia De Vriendt - November, 2017 reply

    hi Louise, if you import contacts directly in a survey (you don’t necessarily have to use the lists, it’ll depend on how often you’re using those contacts for different surveys), each person will receive a unique URL, and you will indeed be able to send automatic reminders to those people who haven’t responded after ‘x’ days. You decide yourself how soon those reminders can be sent.

    There’s more info in the following articles:

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