Manage contacts

This is your address book. Contacts allow you to send survey invitations directly from SurveyLab and then track responses for each survey. In the Contacts module, you can group, add, delete, or edit contacts.

ADD NEW CONTACT

1. Click on + ADD CONTACT button.
   
2. Select import method.
   

NOTE. Contact email is required.

DELETE CONTACT

1. Select contacts you want to delete. You can select all or only specific contacts.
   
2. Click on  DELETE button.

NOTE. Deleting a contact from the list will result in deleting the same contact also from all collectors to which it has been added. It may impact your data collection. 

Add contacts to the group – to add contacts to the group please select a tag from the tag list on the left menu and drag and drop it to the selected contact.

CONTACT POLICY

This feature allows you to manage the contact frequency for your account. The system will automatically control the contact mailing frequency and will take care not to send too many email invitations to your contact list.

To manage contact policy :

1. Press  Quarantine button.
2. Set allowed contact frequency.
3. Press SAVE button.

Option	Description
Put contact on quarantine after it receives X emails	Define the number of contacts attempted before contact will be placed on quarantine (1 – 20 days).
Number of days of quarantine	Define the number of days contact will be on quarantine (min. 7 days).

Functionality is available in the Enterprise plan.