Managing Members of an Invitation or Targeted List

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Add or remove contacts from your targeted list in bulk or individually by following the steps below to ensure your respondents can receive emails.

 
NOTE: Removing a respondent will only remove them from the targeted list, not the survey.

In Surveys (Classic)

 
1 Access the Targeted List Members tab. Begin by selecting your survey. Click Emails in the navigation bar. If applicable, click the name of a targeted list.

The Email Templates tab opens by default. Click the neighboring tab, Targeted List Members.


2 Add and remove contacts in bulk. Click Add or Remove Contacts.

Search your Address Book by last name, email address, source ID, or company. Use the Contact Groups dropdown to search for only members of a particular contact group. Check the box next to "Exclude contacts already associated with another targeted list" to exclude contacts already associated with another targeted list.
 
NOTE: Respondents cannot have the same email address. Therefore, if you add a respondent with an email address that appears on another list, they will be moved from the original list.

Click Search.
 
User-added image
 
Check the box next to any contacts you want to add or remove. To select all the results, check the box in top left corner.

Click Add Selected, then Confirm Add. Or click Remove Selected, then Confirm Remove.


Or add and remove contacts individually. Click Quick Add. Enter a first name, last name, and email, then click Add Contact. This will add the contact to your Address Book as well as the targeted list.

To remove an individual contact, click the User-added image next to their name, then click Confirm Remove.
 

In Surveys (New)

1 Access your list members. Begin by selecting your survey. Hover over Send & Share and, under Emails, click Invitation Lists. Select an invitation list, if necessary.
 
2 Add contacts in bulk.
Hover over Actions and click Add Contacts from Address Book.

Click Advanced Search, then use it to search your Address Book by name, company, email address, or source ID. Use the Contact Group dropdown to search for only members of a particular contact group or the Contact Type dropdown.
 
 User-added image
 
Click Search.

Check the box next to any contacts you want to add. To select all the results, check the box in top left corner.

Click Add Selected, then Confirm.


Or add contacts individually. Hover over List Actions and click Quick Add. Enter a first name, last name, and email, then click Add. This will add the contact to your Address Book as well as the targeted list.
 
2 Remove contacts in bulk. Check the box next to any contacts you want to remove. To select all the results, check the box in top left corner. Hover over List Members and click Remove, then Confirm.
 
Or remove contacts individually. Find the member you want to remove, then hover over the User-added image icon to the right of their name, and click Remove. Click Confirm.
 

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