Create a contact list

Each survey has its own set of respondents. Instead of uploading a respondents file for a specific survey, survey creators can upload and save a contact list of survey respondents that can be used for multiple surveys, and updated at any time.

All BlueX users can create their own contact lists, and depending on their roles and permissions, a user may be able to see contact lists created by other users.

Manage Contact Lists

From the home page, select the Contact lists link from the main menu. The contact lists page displays a list of all available contact lists.

1. Search for a contact list by entering part of its name.
2. Create a new contact list by selecting Create new list.
3. Consult the contact lists in the table. The number of surveys linked to a contact list and the author of the list are hidden by default. Select the gear icon, and check the items to display in the table.
4. Open, consult, and modify the list.
5. Delete the list. You can also select the checkbox on the left and select multiple lists to delete at once. Lists with linked surveys cannot be deleted.
6. Additional options are available by selecting the three dots icon.
   1. Summary - view a summary of information about the contact list in a compact format.
   2. Duplicate list - create a copy of the list with all its contacts.
   3. Export list - obtain a CSV or Excel file of the contact list.

Create a Contact List

When creating a contact list, you are effectively creating a respondents list that can be used for multiple surveys. Therefore, the process for uploading contacts in a contact list is the same as creating a respondents list.

To start, select Create new list. Give it a name that you can use to identify the list. Then follow the procedure for creating a respondents list.

Use a Contact List for a Survey

When adding respondents to a survey, instead of uploading a spreadsheet, you can select one of your contact lists.

1. Go to the Respondents section of the survey.
2. Select Choose a contact list.
3. Select the contact list you wish to use.
4. Determine whether this contact list should be linked with the survey or not.
5. Select Import.

To Link or Not to Link a Contact List to a Survey?

When a contact list is linked to a survey, any modification to the contact list will be reflected in the respondent list of all the surveys it is linked to.

• Choose to link the contact list to the survey if you wish to make sure that any modifications to this list are reflected in this survey.
• Choose to not link the contact list to the survey if you wish to obtain a snapshot of the current list and make sure your survey is unaffected by any future modifications made to the contact list.

Update a Contact List

There are two ways to update existing contacts, either the bulk method or the manual method. The bulk method can be used if you are making changes to a significant number of contacts or if you are adding information to the contacts that did not exist before. The manual method can be used if you are updating a few contacts or less, and all the fields already exist for the contact.

Bulk Update

In the same manner that contacts can added in bulk, they can also be updated in bulk.

1. Open a contact list from the list.
2. Select Update.
3. Add your contact list as an Excel or CSV file by selecting it from your computer or using drag and drop.
4. Select Next.
5. Choose whether the list will be replaced or appended with the new data.
   1. Replace - the contacts in the list will be deleted and new contacts will be created from the uploaded file.
   2. Append - adds any new contacts found in the file to the contact list. You can upload the same exact file with additional rows of data and only those rows will be added while existing rows will be updated with current data. BlueX makes sure there are no duplicate entries.

6. Save the list once your updates are uploaded.

Manual Update

If you need to add a single contact or make some minor updates to a few contacts, then manually updating a contact list is the ideal solution.

1. Open a contact list.
2. Hover-over the contact you wish to update to view management options.
3. Select Edit to modify any information for that contact, except the ID.
4. Select Update when done.