Online Address Book

Creating an email list

What is an email list?

Email lists are basically a mechanism to segment email addresses. You can also think of email lists as your contact list or a address book.

How can I create an email list?

To set up email lists go to:

Login >> Surveys >> Send >> Lists >> Click on ‘Create New Email List’

Enter name: Assign the email list with a unique name so that later you can identify it easily. Type: The email list type can be-

  • Survey Specific: The email list will be visible only for that particular survey.
  • Global: The email list will be visible for all the surveys created in the account. It saves time when you wish to use the same email list for all the surveys.

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How do I add email addresses in the email list?

There are 2 methods to do so:

Method 1 -Import Contacts:

  • Step 1: Create an excel sheet with all the email addresses and data associated with it.
  • Step 2: Upload it in the system.
  • Step 3: Skip header ( optional) [ You need to do this if the 1st row in the sheet are only headers and not any value].
  • Step 4: Map the values from the dropdown. In that way the system knows which value means what.

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    OR

  • Step 1: Select Advanced settings >> Custom Data Format.

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  • Step 2: Click Save.

Method 2 -Input Contacts (Manual Entry):

With this method you can add email addresses and its data manually in the email list. This method can be used when you have a small email list.

  • Step 1: Click on INput Contacts (Manual Entry).
  • Step 2: Select the header from the dropdown.
  • Step 3: Add the values below it.

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  • Step 4: Click Upload.
  • OR

  • Step 1: Click on Copy / Paste email addresses.
  • Step 2: Select a predefined format.
  • Step 3: Enter the values based on the format.

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  • Step 4: Click Upload.

How many email addresses can I upload in one email list?

There is no email as such. But as a safe number 5000 email addresses in one email list. In that way the risk of the server timing out will be very low.