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:
- First name
- Last name
To upload your CSV file, click 'Upload a CSV' on the 'Sample' tab:
Browse to your file:
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:
Once your survey has the sample uploaded to it, you are then able to complete the last bit of the set up around scheduling.