Help Center

Update contacts in a survey

It is possible to import additional fields to existing contacts or to change already imported fields, even when your survey is live or already closed.

Your contacts will not receive a new invitation.

Update a single contact

If you only need to change the details of one or two contacts, you can edit them individually.

  1. Go to the survey.
  2. Click on Distribute and then on one of the following distribution channels
    1. Email
    2. Paper
    3. SMS
  3. Click on Contacts.
  4. Locate the contact you want to edit and click on Actions next to their name.
  5. Click on Edit contact.
edit contact
  1. Change the necessary fields or add information to empty fields.
  2. Click on Save.

The contact will now be updated, and the changes are immediately visible in the survey and reports. Repeat these steps for other contacts if necessary.

Update an entire list of contacts at once

If you need to update all of your contacts, or a big list, all you need to do is import these contacts again, this time with the correct information of course.

  1. Go to the survey.
  2. Click on Distribute and then on Email, Paper or SMS.
  3. Click on Contacts.
  4. Click on download-icon-no-arrow-transparant in the top right corner to export your contact list.
    If you only need a selection of your contacts, filter the contact list first before exporting the list.
  5. You will now receive a .csv file containing all of your contact data. Correct or add the necessary data
  6. Save the file to your computer as a .xlsx file.
  7. Go back to the contacts overview in the survey and click on New contact > Import from a file.
  8. Select the file with your updated contacts on your computer, or drag the file here.
  1. Click on Upload.
  2. Select the Worksheet with your updated contacts.
  3. Using the drop-down menu above each column, identify all columns you wish to import. Since you have used an exported file as a base most columns will already contain the correct field name.
Attention! Make sure to always select the CheckMarket ID field. It is this field that identifies the existing contacts and makes sure that this list isn’t turned into a list of new contacts.
  1. Select the row number you want to start the import from and click on Continue.
  1. In the Options tab you can do any of the following changes:
    1. Set the default language (only applied if no language column was selected)
    2. Add/modify the expiration date.
    3. Apply cooldown rules.
    4. Rename the custom fields.
  1. Click on Continue.
  2. You can save this import as a new import configuration or update an existing one.
  3. Click on Continue
  4. Verify all selected settings in the final step Confirm and click on Start import.

All existing contacts will now be overwritten with the changes you have made. This action has no influence on your existing contacts’ statuses, meaning they will not receive a new invitation or reminder, nor will their responses be removed or overwritten. If there were entries in your file that did not have a CheckMarket ID, these will be added as new contacts and they will receive an email invitation, provided the survey is live.

Once the import is complete, you will receive a confirmation email. In the meantime you can continue working in the tool.

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