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WebSurvey@UW - Creating Email Lists

This document describes how to create a new email list in WebSurvey@UW.

Email lists are groupings of individual email addresses which are used to send email messages to groups of users. Each individual on the email list will receive a different link to the survey. This will allow you to track responses and send follow-up emails. You can create an unlimited number of email lists. All email lists are visible only to the user who create the list and to individuals within the Group Account.

To create a new email list:

1. Click on the Email Lists icon in the tool bar, or on the Email Lists button on the “Survey Deployment” screen.



2. Click on the Create New Email List Button .



3. Give your email list a name and click on the “From Scratch” button.
4. Click the Save button .

You will be taken to the Import Email Addresses screen.

Individual email addresses can now be added to the list by using the import functionality. Please do not import email lists that you have created outside of this application (like WiscList). To add individual email addresses:

1. Type, or copy and paste your email addresses into the large text box, with one email address on each line (make sure to delete the sample data in the text box). In addition to the email address, each entry may, optionally, contain the first name, last name, and a field of custom data of your choosing. This optional information can be pulled from the email list and inserted into your email message. The acceptable format for each line is as follows:

   Email Address, First Name, Last Name, Custom Data

   Each field must be separated by a comma, and each entry must be on its own line. If you wish to omit any intermediate fields, you must insert a comma as a placeholder. The following examples all show valid entries:

   bgates@microsoft.com,Bill,Gates,CEO
   info@classapps.com
   john_smith@hotmail.com,John,Smith
   jdoe@wisc.edu,,,Administrator

   The following entries are incorrect because the omitted intermediary fields are not represented by commas:

   john_smith@hotmail.com,Smith
   jdoe@wisc.edu,Accountant

   Note that both of these entries are technically correct, since data can be imported in this format. However, since the fields of data are in the wrong place, if you choose to automatically insert the data into your email message, the wrong data will be displayed.

2. Once all of your email addresses have been entered, click on the Import button on the bottom right. You have now created an email list.