Qualtrics: Uploading Contact Lists

Overview

One way to distribute a survey is by using a contact list via e-mail distribution. This guide demonstrates how to upload a Contact List to the Qualtrics Directory. 

Considerations

• Contact Lists must be formatted properly. To learn how to format a Contact List in Excel, please see the Microsoft Excel: Setting Up Contact Lists (Course Evaluation) Guide. 

Steps for Uploading a Contact List

1. Under the three lines in the top left corner, drop down to Directories.  
2. For organizational purposes, create a folder to house all of the contact lists for the semester.  
   1. Under the list tab, select “+Create a Folder”.  
   2. Name the folder to match the semester course evaluation. Ex: 2261-EndSemester-ContactLists.  
3. Click on the “Create a List” button 
4. Name the list the same as the contact list being uploaded.  
5. Click Confirm when finished.  
6. Click “Upload a file” and navigate to where you saved the finished file.  
   1. NOTE: Qualtrics only accepts CSV files.  
7. Click “Select a file” or drag your saved file into the box provided.  
   1. NOTE: The file name will appear in the box.  
8. Once it is uploaded, keep the file type as comma (CSV file) and set Enclosure to double quote.   
9. Select Next.  
10. Select Import.  
    1. NOTE: Once it is uploaded, you have the ability to Confirm Import Fields. You can include or exclude information that will be imported from the Contact List.  
11. Keep the information in columns A-D.   
12. Under Tasks, you will see the import process taking place. It may take a moment especially if the spreadsheet is large.  
13. Check to ensure the number of contacts matches the number of rows in the Xcel file and that the information has successfully imported.