New Feature: Create, Edit & Organize Contact Lists with Ease. Introducing our New Contact Editor!
Hello everyone! The FluidSurveys team has been hard at work adding new features and today, we’re excited to introduce our new Contact Editor! This simple editor allows you to easily create, edit, and organize contact lists for your surveys in one intuitive and centralized interface.
How Does this Benefit the User?
After listening to our users, we realized that most contact lists remain useful long after a survey is completed. In fact, a large portion of people re-use lists for multiple surveys. Because of this, it doesn’t make sense to force contact lists to be linked to one specific survey. Instead, contact lists should have the ability to be created independently and re-used whenever and on whichever questionnaires the user likes. The new contact editor makes this possible. It’s now easy for users to create, edit & organize contact lists that can be used across multiple surveys.
Here are a couple of examples on how companies can make use of the contact editor:
Longitudinal Studies: Longitudinal studies require surveying the same respondents on multiple predetermined time intervals (quarterly, annually, etc.). These studies focus on measuring the progression of an organization, company, or service overtime. Using the same respondents lowers research bias by keeping the original contact list throughout the entire study.
With the contact editor, a user can create a contact list that can be used at any time, on any survey. The user can then select that contact list whenever the next survey of longitudinal study is ready to be implemented.
Continuously Changing Lists: Most businesses and organizations complete several different employee feedback surveys at different times throughout the year. For these surveys to be accurate, a correct employee contact list must be used. The contact editor allows the user to continuously update the contact list, without entering a specific survey. The contact editor will also give the ability to implement that list on any survey whenever the user chooses.
Interested in making a list of respondents reply to multiple surveys at the same time? Check out our Respondent Portals feature!
How Does it Work?
So now that we know the contact editor makes building and organizing contact lists easy as well as separates contacts from being tied to a specific survey. It’s time to look at how to use it! Let’s jump right into it:
1) Accessing the Contact Editor: To access the contact editor, click the ‘Tools’ dropdown button in your account page and select the ‘Contacts’ option.
2) Creating and Editing Contact Lists: On the contact editor page, you will see all the contact lists you have created on the left side of your screen below the buttons ‘Add Contacts’ and ‘New List.’
In order to add a new contact list, simply click the ‘New List’ button and add the list’s name in the dialogue box. You can also edit a list’s name by hovering over it and selecting the pencil image that appears.
3) Viewing and Selecting Contacts: To view your contacts, click on the titles of your contact lists. Your contact list should then highlight blue and any contacts within that list will appear in the contacts table.
You can also click on more than one list at a time to add those contacts to your screen.
Once you have chosen the lists you would like to view, it is possible to select individual contacts by clicking the checkboxes next to their names. You can also select all the contacts in one list more easily, by simply clicking the checkbox beside the contacts’ list name:
4) Editing and Moving Contacts: All contact options can be found by clicking the ‘Actions’ button in the top right corner of the contacts table. If you want to edit one contact’s information, simply select that contact, click ‘Actions’ and choose the ‘Edit Selected Contact’ option.
To move your contacts from one list to another, select your desired contacts, go to ‘Actions’ and choose ‘Add Contact(s) to List(s).’ This will open a dialogue box, which allows you to select the contact lists you want these contacts to appear in.
5) Adding Contacts: To add one or more contacts, click the ‘Add Contacts’ button above your lists. This will give you a dropdown of all the different ways you can import or manually add contacts.
Let’s say I wanted to import a csv file of contacts into the contact editor. I would select the ‘Import from File’ option, which will open the ‘Import Contacts’ dialogue box.
Then I would browse my computer and select the csv file through clicking the ‘Choose File’ button. After that, I can select the lists I would like these contacts added to by clicking the ‘Add to 0 Lists’ button. If I don’t choose to add my contacts to a list, they will still be added to the ‘All Contacts’ list by default.
With all your contact lists fully updated in the contact editor, these lists will automatically populate in your invite tool’s contact list section. You can then use the invite tool normally, by selecting your desired list of contacts, creating your email with its unique survey URL, and clicking send. Click here for more information on how to use the invite tool.
Set Up Your Own Contacts Lists!
Next week, we will be looking at how to use the new importing options available from different online applications like Mail Chimp, Google+ and SalesForce. For now, it’s time to make use of this great new feature! Now that contact lists are easier to build, edit and organize, you’ll have more time to focus on what matters, getting the right feedback and moving your business forward!
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