Import respondent background data to a quest

Import respondent background data to a quest

• First step is to create the excel file
• Remember to use headlines if you want to make filters on the different background data and tags in the survey
• The different background data must be written in the exactly same way (IMPORTANT)

• Go to Distribution
• Click Add invitees

• Click Import file
• Click on Next

• Click Select files

• Go to the folder where the file is saved
• Double click on the file or drag the file into Essentials

• When the file is found – click Next

• Make sure that everything looks OK
• Click Next

• If you want to make filters in the report site – the different background data must be filterable
• If you have background data which are unique – i.e. employee number etc. you usually don’t need to make this filterable
• Click Next

• It is not dangerous to use Immediately after you…. because it’s not until you have clicked Publish quest the invitations goes out. See question mark icon if you are unsure
• Click Next

• Click OK to add all the invitees to Essentials