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How to import contacts and a group of contacts?

Eval&GO, allows you to email your questionnaire using our internal emailing system.

To do this:

  • Import your mailing list into your contact manager.
  • In "Contact Manager", click on "Contacts" or "Groups"
  • Click on "CSV import" tab
  • Select a file to upload
  • If your file has a header line, tick on "With header row". 
  • Then select the columns corresponding to your CSV file 
  • Click on "Import." and confirm the upload. 

Important note : Fields in your CSV file should always be in this order : Email, Title, First name Last name, company, followed by up to nine additional fields that you can define yourself.

 

To Copy/paste your mailing list from your spreadsheet.

  • Go to "Contact Manager"
  • Click on  "Contacts" or "Groups"
  • Then click on "Paste from Spreadsheet" tab
  • Open your spreadsheet file
  • Select all the rows and columns in your contact list table
  • Copy the selection (Ctrl+c or right-click > Copy).
  • Return to Contact Manager and Paste (Ctrl+v or right-click > Paste) the selection into the box that appears under the checkboxes.
  • If the selection includes a header line, tick on "With header line" 
  • Select the boxes that correspond to the columns of your contact list table
  • Click  "Add" to confirm. 

Important note : Fields in your CSV file should always be in this order : Email, Title, First name Last name, company, followed by up to nine additional fields that you can define yourself.

 

Please note that importing a contact database is not the same thing as importing a "Group" of contacts. You can create groups from the database you imported and then send the questionnaire to this group.

 

If your upload doesn't work or you have problems with the list, make sure your table is clean before you import your mailing list:

  • There should be no separators or strange characters in the table cells.
  • There should be no brushstrokes inside the cells of the table. 
  • If there is a header line, make sure you mark it during the upload.
  • Check if all emails are in the correct format (someonesid@awebsite.com).

Tip: If you encounter error problems, open your CSV file in a text editor such as Notepad++ or WordPad to check for misplaced separators and other mistakes.

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