How to Upload a 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

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.

 

 

Formatting Instructions:

• Use Excel to format the headers exactly as follows:
  • Column A: fname
  • Column B: lname
  • Column C: email

Sample file:

 

Step 2: Review for Common Errors

Before uploading, please double-check the following:

✔ Number of Participants

• The list does not exceed the number of participants originally ordered.

✔ Header Accuracy

• Only three headers are included: fname, lname, email.

• No extra or misspelled headers.

✔ Complete Records

• Each row contains a first name, last name, and email address.

• Names must contain at least two letters (e.g., “J Higgins” is not valid).

✔ Valid Email Addresses

• Each email contains:

  • An “@” symbol

  • A valid domain (e.g., .edu, .com)

• No duplicate email addresses.

• No missing email addresses.

✔ Clean Formatting

• Only one participant per row.

• No extra data beyond the three required columns.

• No additional columns without matching headers.

• If you copied data from another source, consider pasting into a new Excel file using “Paste Values” to remove hidden formatting.