Adding Contacts to Email Invitations

Adding Contacts

Add Contacts

To add contacts using an import method:

1. Click the Add Contacts button in the upper-right corner of the message.
2. Choose an import method (described in more detail below).
3. Name the group (the email addresses will be stored in your Contacts).
4. Decide what you'd like to do if someone already exists in your Contacts. You can either update contact information associated with the email address with the info in your current import, or ignore import information so the info you already have for that contact stays as is.
5. Click Add.
6. Read the section below if you see any errors.

Check out the below section if you see any errors. To add or remove contacts, you can manage your contact group.

Copy & Paste Email Addresses

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.

Recipient & Message Limits

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

Import Methods

Invalid Email Errors

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:

• Added duplicate email addresses
• Included contacts that are opted out or bounced
• Imported a contact list that wasn’t formatted correctly

Duplicate Emails

Surveys can only be taken once per email address. So, if you’ve already sent someone an invitation message, you can't resend them the survey using the Invite More option. You can send them a one-off reminder instead.

Also, don’t send to a Listserv, distribution list, or email alias (since only one person from the list would be able to take the survey). Instead, add the individual emails from the list.

If you want someone take a survey more than once, create a new Email Invitation collector for the survey.

Opted Out or Bounced Emails

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.

Spreadsheet and Contact Errors

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.

• While there's a hard limit of 10,000 rows per spreadsheet, it may be helpful to break large lists down into multiple CSV files. We suggest files with fewer than 2,500 rows each and import them one at a time. Or copy and paste the rows of the spreadsheet using the Manual import option.
• Delete the header row from your spreadsheet. Any formatting of the header row can cause errors.
• Make sure you're using an accepted delimiter for the spreadsheet (colon, semicolon, pipe, comma, or tab), and that your character encoding is in Unicode ( UTF-8 or UTF-16).
• If your spreadsheet includes Asian characters, make sure your character encoding is set to UTF-8 format.
• If you're using a Mac, try saving your file as MS-DOS Comma Separated (.csv). Go to File > Save As > Format.
• Review our import, sending, and character limits for more info on special characters and vanity domains.
• If you're copying and pasting a list of emails using the Manual import option, make sure the email address is listed first, then you can add other info. Check out the example above.

Editing Contacts

Draft or Scheduled Emails

You can remove contacts from draft or scheduled emails. From the Overview tab, click Resume and expand your contact group in your email invitation, or manage your contact group.

Reminders & Thank Yous

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.

Update Email Address or Custom Data

To update someone's data in the Recipients tab:

1. Click your username in the upper-right corner to go to your Contacts.
2. Find the email address, click the contact to make edits, and save.
3. Go back to your Email Invitation collector.
4. In the Recipients tab, you should see the new info. Any new messages you send will use the up-to-date info you saved in your Contacts.
5. Export the data from Recipients tab to use when analyzing your results. Contact details are pulled into survey results when a recipient submits their response, so they aren't updated when you make edits in Contacts.

SurveyMonkey Contacts

SurveyMonkey doesn’t sell or use your contact’s email addresses for any reason other than to send your survey, as explained in our Privacy Notice.

Managing Your Contacts

To access your contact list in SurveyMonkey, log in and click your username in the upper-right corner of your account. Then click Contacts.

Team Collaboration

Contacts are unique to your account. When sharing surveys, you can only send email invitations to email addresses stored in your Contacts—you can't access contacts belonging to other members of your team.