Contacts, groups and attributes

Contacts is your organization's directory of people. Open Contacts and choose Import people to bring in a CSV, or paste rows straight from a spreadsheet. Email is the only required column.

Attributes

Attributes are the details you'll split results by later, such as department, location or role. Add them on the Attributes tab, up to ten per organization. Each person's values travel onto their survey invitation when they're added as a participant, so results stay accurate even after someone changes team.

Groups

Groups are the lists you send surveys to: an office, a team, a client account. Choose New group on the Groups tab, then add a whole group to a survey in one step; each person still gets their own personal link.