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Creating a respondent list

To create a respondent list you will need to begin with preparing an Excel file in XLSX format. Column A should contain all e-mail addresses, logins or telephone numbers that you want to add to your send-out.

The following columns may contain all other known attributes for each respondent, if you need them. Those characteristics can be information such as a name, gender, customer group, language, etc.

Important: The table must not contain empty rows or columns. You can leave a cell empty but it is important that you have a value in each of the cells of Column A. Excel formulas and formatting must be removed before Netigate can successfully process the file.

Please feel free to use this picture as an example/orientation:


You can then add your respondent list in the send-out to any of your surveys. To do this, please go to the send-out of your survey and select E-Mail (if you use a SMS or Login send out, please choose that option).

You can write a short e-mail/SMS and prepare the date of the send-out, but this can also be done later. In any case, the next step is to move on to the respondents tab to upload your list of participants. Select Add File and then select the prepared list from your desktop. Click Continue and Netigate will upload the data and process it.

Note: If you have duplicates in your list, those respondents will be contacted several times. For example, if an e-mail address is listed ten times, it will receive ten invitations. If you are unsure, check Remove Duplicates. This prevents you from accidentally contacting your respondents multiple times.

In the following Configure fields window you may edit the data as needed later for your report/send-out:

Choose from the following options in the drop-down menus:

E-mail address

Choose ‘E-mail address’ in the first column if you want to send emails to your participants. The email addresses of your participants are listed here.

SMS

Choose ‘SMS’ in the first column drop down menu if you want to send an SMS to your participants. The telephone numbers of your participants should be listed in this column.

Logins

choose ‘Logins’ in the first column if you want to create logins and distribute them to your participants.

Textbox

Background variables are processed as text. The answers are prepared as a word cloud. This option is recommended for sales/customer-specific details (e.g. name, customer number, etc.).

Filterable

When this is selected, background variables are presented as a drop-down menu. This way you can filter on the variables later. Any answers are then presented graphically as a diagram. You can also use the variables when distributing e.g. to only write to German-speaking participants. This function is limited to 500 different variables.

Note
The options e-mail address , SMS  and logins should only be selected for the first column. You should also ensure that the corresponding information is also in the column and matches your selection.

After you have made your selections, click Save.