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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



Tietoja Academysta

Löysitkö vastauksen kysymykseesi? Dokumentaation alla on informatiivisia kuvauksia, jotka auttavat sinua ymmärtämään Essentialin toimintoja ja käyttämään niitä. Palautustyön avulla nostat tietotasoa koko organisaatiossa.