WebSurveyor:  Mailing Lists

The Mailing Lists feature in WebSurveyor gives you the opportunity to maintain a list of respondent information that can be used to send messages associated to a particular survey.  The process used to send the message out to respondents is called a Campaign.

If you already have a list of respondents and email addresses, you also have the option to import that CSV file into your mailing list. These instructions are detailed in the Importing a CSV file section below. 

If you need assistance creating a CSV file from your Outlook contacts, please see the Creating a CSV file instructions below.

Importing a CSV file:

The following instructions will explain how to import a CSV file into a mailing list in WebSurveyor.

  1. Log into WebSurveyor.
  2. Click on the Mailing Lists link.
  3. Click on the Create New List link.
  4. Type the  name of your list in the List Name: field, and click Save. Leave all of the other fields blank, as you will be importing this information from the CSV file.
  5. On the List Edit screen, click the Import link.
  6. If you would like to replace your existing list with the contents of the CSV file, click Replace.  Otherwise, click Append.
  7. Click the Browse button and navigate to the CSV file you wish to upload.  Click Open once you've located the file.
  8. If the first row of your CSV file contains the column headings, click the appropriate checkbox, then click Upload.
  9. On the Import screen, you will go through the fields to select which information you wish to import from the CSV.  If you wish to keep your survey responses anonymous, leave the Unique Id field blank.  Once you have mapped the CSV fields to your Mailing List, click Import Now.
  10. Your contacts have now been imported into your mailing list.

Creating a CSV file:

The following instructions will step you through the process of creating a CSV file in Microsoft Outlook.

Launch Microsoft Outlook.

  1. Select File | Import and Export...
  2. Select Export to a file and click Next.
  3. Select Comma Separated Values (Windows) and click Next.
  4. Select your Contacts folder and click Next.
  5. Enter the filename in the Save exported file as: field and click Next.
  6. You will then see a window explaining that your Contacts will be exported.  Click Finish.  Your CSV file has now been created.
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