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How can I import email addresses from an Excel/CSV file?
- Goto:
- Login » Surveys » Send Survey » Manage Email Lists (Select List) » Overview
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Click on the CSV Upload link
- Choose the Upload File Format type. Browse for the file and click on the Upload CSV File button
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What format should the file be in?
The file should be in Excel (.xls) or CSV (.csv) file format. If you have Excel 2007 then please save the file as a .xls file i.e. Excel 2003 or earlier format. All Spreadsheet Application Softwares have the option for saving files as .csv files. Your data in the file should confirm with any of the format option as below:
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Column 1 |
Column 2 |
Column 3 |
Column 4 |
Column 5 |
Column 6 |
Column 7 |
Column 8 |
Column 9 |
Column n |
| Web Professional | | | | | | | | | | |
| Email Address | | | | | | | | | |
| Email Address | First Name | Last Name | | | | | | | |
| Corporate | | | | | | | | | | |
| Email Address | Field1 | Field2 | Field3 | Field4 | Field5 | | | | |
| Email Address | First Name | Last
Name | Field1 | Field2 | Field3 | Field4 | Field5 | | |
| Email Address | First Name | Last
Name | Password | Field1 | Field2 | Field3 | Field4 | Field5 | |
| Email
Address | Field1 | Field2 | Field3 | Field4 | Field5 | Field6 | Field7 | Field8 | Up to 255 Fields
etc. |
| Email Address | First Name | Last
Name | Field1 | Field2 | Field3 | Field4 | Field5 | Field6 | Up to 255 Fields etc. |
| Email Address | First Name | Last
Name | Password | Field1 | Field2 | Field3 | Field4 | Field5 | Up to 255 Fields etc. |
| Email Address | First Name | Last Name | Address Line1 | Address Line2 | City | State | Zip
Code | | |
| Email Address | First Name | Last Name | Address Line1 | Address Line2 | City | State | Zip
Code | Phone | IP Address |
Correct format for the "Notepad" file:
You can also upload from Notepad (.txt) file. The email addresses and custom variables must be in the following format:
email_address, first_name, last_name, custom variable 1, custom variable 2, custom variable 3, custom variable 4, custom variable 5
For example:
kevin111@questionpro.com, Kevin, Battey
support@surveyconsole.com, Nick, Smith
tom@gmail.com, Tom, Russell
Please see Personalize emails to your distribution list help file (referenced below)
for more information on how to use the custom variables uploaded with the email addresses.
How can I save an Excel file to a CSV file?
- The Excel File should be in the following format:
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- Click on the File menu in Excel and select the Save As option.
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- Select the File Type as CSV(Comma Delimited)and click on the Save Button.
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Compliance format for the email address file:
- There should not be any Spaces in the email address field
- The email address should be in plain English. The FIRST / LAST NAME variables and Custom Variables support multi-lingual characters.
- There should not be any Commas within the CSV / Excel(.xls) file
I am trying to upload multilingual variables but they don't get uploaded properly.
When uploading multilingual variables make sure you use an Excel file. A .csv file doesn't support multilingual characters.
To track e-mail addresses / Custom Variables please use the Respondent Tracking link when sending emails via QuestionPro Email Management.
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