Importing Recipients

 

It's quick and easy to add recipients to your survey.

See the step by step instructions below:

1. Log in to TechValidate and select Projects

2. Select project

 3. Select Select Recipients

 4. Select Add Recipients

 

There are three ways to import outside data to create your recipient lists:
1. Generate a CSV file (headers: first name, last name, email address, company name) and upload it to TechValidate (Click "Import from a CSV File")


2. Import an existing list from a previous TechValidate project


3. Add a recipient by typing their information in directly

5. The most common way is from a CSV file: Drop your CSV into the box or select file to upload.

6. Example of CSV file format: Include a header row for the following fields: First Name, Last Name, Email Address, Company Names

 7. Click Complete Import

 

Congratulations - you're finished with this step! On to the next step: Request Questionnaire Delivery.

 

 

 

 

Have more questions? Submit a request

Comments

Powered by Zendesk