Save contact details

Save contact details


This feature is included in the Enterprise and ReportR plan.


If you're asking respondents for their personal information, why not save yourself time later on, and rather than transferring the data collected to a new contact list, use our save respondent details feature to build the contact list automatically.


Tip: You could use the questionnaire as a registration form and then later send out the quiz, survey or assessment to the contact list that has been created.


It's straightforward to set up, let's see what is involved....


You'll need to first create your questionnaire. If you need a hand setting it up, check out our survey, quiz and assessment quick-start guides.


Now head to the Extra Options tab. Scroll down to Other options and click Save contact details.


Save contact details


Once you have toggled to Add the contact details to your contacts, you need to choose where the contact details should be taken from. For example, if you are asking for the first name in question 1 of the survey, then you want to take the data from question 1 response.


save contact details - settings



Now choose where the information should be taken from for the remaining fields.


That's it! Why not log in and try it for yourself?

V
Vincent is the author of this solution article.

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