Importing Recipients and Removing Recently Emailed Recipients


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

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.


How to Remove Recently Emailed Recipients

Our clients have found the best value in using TechValidate to gather evidence from your customers up to 4 times a year with unique questionnaires. With our "Last Touch" filter in Step 2, you can now easily identify who were the recently surveyed customers and choose to remove them from your project.


Details below:

Import your recipient list from a CSV file or from a previous project

See detailed instructions on importing recipients here.

Select the amount of time you would like to filter by:

And remove all recipients that have been included on a TechValidate project within a certain date range.





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  • Avatar
    Elan Long

    I clicked a link for an article on question types and best practices and was brought to this article on selecting recipients. It's probably a good article but not what i'm looking for.

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