Save contact details

Save contact details feature allows you to save the personal information that your respondents agree to share with you, and use them to build a contact list automatically. So instead of transferring the data collected to a new list, you can use the saved respondent details to create your list without any effort.


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You could use the questionnaire as a registration form and then later send out the quiz, survey, or assessment to the list that has been created. In this guide we'll discuss the following:

  1. Activate save contact details
  2. Add Variables
  3. Send an email using the contact variables 

1. Activate save contact details

Head to the Extra Options tab. Scroll down to Other options and click Save contact details. There you have to toggle the Add the contact details to your contacts button, and a list with more options will appear.

Save contact details- add the contact details to your contact

2. Add Variables

Now, 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- add variable

You have add variables to all the remaining fields that contain the information you need to create your contacts, like last name, email and personal ID. Do not forget to select the contact list you wish your new contacts to be added to.


NOTE

Make sure the variable value matches the name of a list on your account. If we don't find a list, a new list will automatically be created. Leaving empty (default) will not add the contact to a list.

3. Send an email using the contact variables 

You can send an email to share your questionnaire to your new list with the help of email templates and the variable *|contact_email|*.

Save contact details- email variable

You can also schedule when the email will be send and add conditions to control whether to send the email or not.

Save contact details- add conditions

What's next?

  • Email notifications: When you want to receive a notification every time the survey is completed, you can turn on Email notifications. You can enter your email address as well as the email address of any colleagues who need to receive the emails as well.
  • Geolocation: When it is important for you to know where the respondents take the survey, you can turn on Geolocation. When the location on the device is turned on, you will receive the location in your results and in your Notification Email.
  • A URL parameter is the final part of the URL which you can customize and use to identify someone. URL parameters can be used to see which of your contacts have completed the questionnaire and to search for contacts in the Responses view once they've completed the questionnaire.


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