QuestionPro User Guide

Create an Email List

Method 1: Import Contacts

1. Navigate to the "Distribute" in your survey.
2. Select "Email".
3. Go to the "Lists".
4. Click the "+ New List" button.
5. Enter a name for the email list and choose the list type:
   • Survey Specific: For use with a single survey.
   • Global: For use across multiple surveys.
6. Click "Create List".
7. Select "Import Contacts".
8. Download the provided CSV template by clicking "Download template.". Open, edit and save the CSV file
   • The "Email Address" field is a required field, other fields are optional.
9. Upload the completed CSV file by either dragging it into the upload area or browsing to select it.
10. Click "Upload" to process the file.
11. Map the "Variable" field for the contact information (if applicable).
12. Click "Save" to finalize the email list creation.

Method 2: Add Contacts Manually

1. Navigate to the "Distribute" in your survey.
2. Select "Email".
3. Go to the "Lists".
4. Click the "+ New List" button.
5. Enter a name for the email list and choose the list type:
   • Survey Specific: For use with a single survey.
   • Global: For use across multiple surveys.
6. Click "Create List".
7. Select "Add Contacts Manually".
8. Enter "Email Address" (required field) and Name (optional).
9. Click "+" (plus) icon to add a custom field (if applicable).
10. Click "Upload" button.
11. Click "Finish" button to finalize the email list creation.

Method 3: Copy/Paste Email Address

1. Navigate to the "Distribute" in your survey.
2. Select "Email".
3. Go to the "Lists".
4. Click the "+ New List" button.
5. Enter a name for the email list and choose the list type:
   • Survey Specific: For use with a single survey.
   • Global: For use across multiple surveys.
6. Click "Create List".
7. Select "Copy / Paste Email Addresses".
8. Select the format of the contact information from the dropdown menu.
9. Paste the contact information in compliance with the selected format.
10. Click "Upload" button.
11. Click "Finish" button to finalize the email list creation.