Learn how to add contacts (recipients) to an Email Invitation so you can email people your survey.
To add contacts using an import method:
Please be sure to use individual email addresses and not a Listserv, distribution list, or email alias (since only one person from the list would be able to take the survey).
You can type in or copy and paste a list of email addresses directly in the Send To field. Just pop them in and hit enter.
There is a limit to how many people you can send to, as well as how many messages you can send in one day: Sending, Import & Character Limits
You can copy and paste a simple list of email addresses using the Manual import option.
Guidelines: Each email address should be on its own line.
Example:
bob@email.com
jane@email.com
marge@email.com
pat@email.com
You can copy and paste a list of email addresses, names, and custom data using the Manual import option.
If you're using a city and state (like Portland, Oregon) this will create two fields: one for Portland, one for Oregon.
If the commas are too confusing, you can simply copy and paste the rows of your spreadsheet into the box!
Guidelines: Each email address needs to be on its own line with custom data fields separated by commas. If you don't have info for a given field, leave a blank space. You must put the email address first: Email, First Name, Last Name, Custom 1, Custom 2, etc.
Example: Here's an example list with email, first name, last name, 3 custom fields (age, gender, and favorite ice cream flavor). We don't have Jane's age, we don't have Pat's age or gender, and we don't know Marge's favorite ice cream flavor, so we'll leave those blank:
bob@email.com, Bob, Thompson, 39, male, chocolate
jane@email.com, Jane, Smith, , female, strawberry
marge@email.com, Marge, Simpson, 33, female,
pat@email.com, Pat, Lyon, , , pistachio
You can create a spreadsheet with people's email, name, and custom data in an application like Excel, Numbers, or Google Sheets, then download it as a CSV to upload into SurveyMonkey.
Guidelines: Each contact needs to be on its own row in the spreadsheet. If you don't have data for a particular contact, just leave the cell blank. Remove the header row from the spreadsheet before you import it. Put the columns in this order with the email address in the first column: Email, First Name, Last Name, Custom 1, Custom 2, etc.
Example:
View a screenshot of a properly formatted CSV file.
If you see an error about invalid emails or that “something went wrong” when you try to send or schedule a message, it means you may have:
You can send one invitation email per email address per collector, by default. When you Invite More and add a contact that was already sent an invitation from the collector, we automatically remove them from your contact list before sending your new message. Enterprise customers may be able to Allow duplicate invites when they choose to Invite More.
Anyone can create a new Email Invitation collector for the survey if you want someone to take a survey more than once. If you want to send someone your invitation message again, you can send them a one-off reminder.
You can’t send messages to people who have opted out or bounced. Ask them to opt back in if they want to take your survey. Then, create a new email invitation collector to send them the survey (the old collector will continue to list them as opted out or bounced).
You can check for opted out or bounced emails in the Recipients tab under the Sent column.
If you imported or added a contact list that wasn’t formatted correctly, you won’t be able to send your message. Here are some tips to fix the errors, then try to add contacts again.
You can remove contacts from draft or scheduled emails. From the Overview tab, click Resume and expand your contact group in your email invitation.
When you're sending a Reminder or Thank You message, you don't upload contacts from scratch. Instead, you can choose from the people you've already invited.
Click Edit Recipients in any Reminder or Thank You message to remove recipients. You can remove up to 1,000 recipients.
To update someone's data in the Recipients tab:
You can delete a recipient from a sent Email Invitation. One reason you may need to do this is if a recipient requests their Right to Erasure. In this case, the account holder needs to delete all the recipient's personal and response data.
To delete a recipient from the collector:
This removes the recipient from the Email Invitation collector. When you receive a Right to Erasure request, we also recommend that you: