Adding contact lists to surveys

After you have imported contacts into a contact list, you can add them to a survey.

Restriction: You can only use a contact list in your survey if you use the distribution method Email – Send via Agile Research, Paper – Contacts or SMS.
  1. Open your survey.
  2. Select Distribute > Contacts.
  3. If you have not already done so, click Add / remove channel and select one of the following distribution methods:
    1. Email – Send via Agile Research — Medallia Agile Research send the invitations to your contacts as soon as you launch the survey.
    2. Paper – Contacts — Use this channel to generate unique hyperlinks or download sign in codes for your contacts.
    3. SMS — An SMS containing a personalized hyperlink will be sent to your contacts.
  4. Select Add contact list from the New contact dropdown.
    Note: If you don't have any contact lists yet, you won't see this option.
    Add a contact list.
  5. Select the contact list(s) you want to add and click Next.
  6. You can add a subset of your contact lists by applying cooldown rules, filters, or by setting the maximum number of contacts to be added. Once all criteria have been set, click Add contacts.

Add contact list options.

The contacts will now be added to the survey.