Solved
Exporting - editing - importing process.
Hi everyone,
I am wanting to send a reminder email to a large data-set to a survey previously distributed. When i sent the surveys out originally i received from emails in response and want to remove certain people who haven't completed the survey from the list. Is there a way i can export the contact list, edit the people in the list (e.g. move certain contacts) and then re-import them with the edited respondents only?
Cheers,
James
Best answer by TomG
@Jimmy_94,
The answer really depends on if you use Target Audience or not.
If you don't use Target Audience, the easiest solution is to just opt-out the people you don't want to send a reminder to, then send a reminder from the original distribution.
Opting out is also an option in Target Audience, but since it would opt them out of everything going forward, you probably don't want to do that. Instead, create an upload csv of the people you want to exclude with their emails and a new field to flag them, and upload it to update their records. Then create a sample that only includes the people who haven't completed the survey and whose new screening field is blank. Send an invite to the sample.
View originalLeave a Reply
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.