How to upload external sample to SurveyMR

Surveys can be sent to CSV lists of participants that are not currently InsightHub platform members.

To send a survey out to a sample of people from a CSV file, you first need to create your sample file (saved as a CSV) and containing the following fields in this order:

  • Email
  • Title
  • First name
  • Last name
You can then add extra fields to your CSV file but they first must be added as user fields within the platform and the column header must match the name of the user field completely (spelling and case). 
Please note: The maximum number of rows that can be uploaded at one time is 100,000. However, if this file contains optional user field columns (such as gender, age), we would recommend creating smaller batches of 30,000 to avoid extended upload times.

To upload your CSV file, click 'Upload a CSV' on the 'Sample' tab:

External Sample

Browse to your file:

Invite Non-Members

If your file contains people who may have accounts in the platform but you still want to email them, you need to 'Grant external access to users already registered with the system' if you don't want to email them (e.g. if you are using this as a way to recruit new members to the platform) you need to 'Reject users already registered with the system'.

This pop-up also shows previous uploads to the same survey.

Once you have uploaded your CSV file, you have the option to see the list of respondents you have invited:

Upload CSV

Search Users

Once your survey has the sample uploaded to it, you are then able to complete the last bit of the set up around scheduling.