Contacts are the people you invite to participate in a questionnaire or campaign. Your contact list is the list of people to whom you will email a questionnaire invitation.
In this guide, we'll discuss the following:
- Enable Require Contact
- Setting up the messages
- Upload contacts
1 Enable the Require Contact
Go to the Share tab and click on the Require Contact.
After you toggle the button, only valid contacts will be able to fill in the questionnaire, which means that they will need their personal survey link.
The users with an invalid personal survey link or with the standard survey link will be blocked from filling the questionnaire and will see a message like the following.
2 Setting up the messages
The message can be edited by the user. Go to the Extra Options tab and select Labels and Messages settings to customize all the messages of the survey.
Tip: You can also translate the messages to multiple languages!
3 Upload contacts
Head over to the My Contacts tab and upload the contacts to whom you want to send the survey. You can either upload a list of contacts by clicking upload contacts or enter contacts individually (click the circled icon on the right). Read all you need to know about My Contacts.
Once you've got all your contacts set up, you'll want to make use of them! Check out these 2 help guides for more information:
- Limit the responses of your questionnaire - Using the Limit the responses of your questionnaire feature, you can control the number of the respondents that are taking your survey. Read below to see two ways how to prevent multiple responses from the same respondent.
- Use Contacts to personalize the questionnaire link - 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.