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Back in Qualtrics, click Browse and select your file.Note that the maximum file size for a contact list upload is 100 MB. Save the file as a CSV (Comma Separated Values) with UTF-8 encoding, or as a TSV (Tab Separated Values).Add contacts to your spreadsheet, with one row for each contact (each contact must have an entry in the Email column, though other columns may have blank cells).However, spelling, capitalization, and spacing does matter. Note that order of columns doesn’t matter. Fill out / add other desired columns ( FirstName, LastName, Language, custom embedded data fields, etc.).Make sure you have a column titled Email.

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Alternatively, you can download our example CSV contact list by clicking on the blue Example Document link. Create a file in Excel or another spreadsheet software.To finish, click the green Add Contacts button.Fill out the information for each contact.In this example, we added Gender and Age. In the first row, enter the name of the field.

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If desired, add additional fields ( embedded data) by clicking the green plus sign ( + ).

Optionally add extra information in the ExternalDataReference and Language columns.

Fill in the Email, First Name, and Last Namefor your contacts.

Assign your contact list to a folder (if no folder is assigned, your list will be placed in the default “Uncategorized” folder).

If you import a file with a RecipientID column into a new contact list, no new contacts will be created.

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RecipientID can only be used to update existing contacts. Qtip: If you’ve exported an existing contact list, your exported file will have a RecipientID column. To include your custom fields in your reports and downloaded data, you must navigate to the survey flow and add an embedded data element for those fields. That means before the recipient even starts the survey, you have information stored about them in the response, and don’t have to waste time asking for this information again.

Once these custom fields are added to your list, they are considered embedded data.Įmbedded Data saved in your contact list can be attached to the responses of your contacts. Examples of fields you might want to add to your list include gender, state, country, occupation, position, supervisor, etc. In addition to these five, you can add as many custom fields as necessary. EN, for example, refers to English, while FR refers to French. This field has a pre-defined set of Available Language Codes.

Language: The language the user should see the survey in.

This is most often used to store data such as an employee or student ID.

ExternalDataReference: Extra information about the contact.

You can add any information you want to your list, but we also have a few default fields you should be careful to name exactly as listed: Whether you add contacts manually or by uploading a list, it’s important to consider the type of information you want to include about your contacts beforehand. Once you’re finished, check out the Distributions Basic Overview. Qtip: Setting up contacts is an important step in project configuration.