How to Upload a Participant List

This Article explains how to upload and troubleshoot your Participant List.

Overview

A Participant List is an Excel file, saved as a .csv file that contains the names and email addresses of your survey participants. The survey invitation will be sent to this list.

Uploading Your List:

1. Log in to your account.
2. Click on Task List, then Manage Survey.
3. Click on Upload Participant List

Formatting Instructions:

• Use Excel to format the headers exactly as follows:
  • Column A: fname
  • Column B: lname
  • Column C: email
• Go to File > Save As, and select CSV (Comma Delimited) (*.csv) as the file type.

Detailed instructions are located on the page. Once you have a .csv file ready for upload:

• Click Choose File, browse to your file, then click Submit Survey Participant List.
• If there are any errors, the system will notify you. Please correct the issues and try uploading again.
• If the file uploads successfully you will be notified and returned to the setup task list. The participant list task box will automatically be checked off.

Sample file:

Participant List Troubleshooting

Here are a few common issues to double-check:

• The list includes more students than were originally ordered (contact support)
• Incorrect or extra headers — only the following headers should be included: fname, lname, and email any misspelled or extra headings will result in an error.
• Records missing any of the required columns (e.g., firstname, lastname, no email)
• First or last names with fewer than two letters (e.g., "J Higgins")
• Invalid email addresses (missing @, .edu, or .com)
• Duplicate or missing email addresses
• More than one record on a single line
• Extra data in a row without corresponding headers (e.g., 5 data columns with only 4 headers)
• Invisible characters — Try copying and pasting the data without formatting into a new Excel file. This can clear hidden characters that interfere with uploads.