Not seeing the “Contacts” option

If the Contacts option is not visible on the Distribute menu, consider the following:

  • You have not selected the correct distribution channel yet.
  • You do not have the Manage contacts rights.

Selecting the correct distribution channel

Contacts are used with the following distribution channels:

  • Email — Send with the Medallia Agile Research email system
  • Paper — Contacts
  • SMS

Make sure you have selected at least one of these. Otherwise, the Contacts option will not be visible.

To add one of these distribution channels, complete the following steps:

  1. Open your survey.
  2. Select Distribute > Add / Remove channel.
  3. Select the required distribution channel(s).
  4. Click Save.

Now you will see the Contacts menu when opening that specific channel. The next step is to import contacts into your survey.

Manage Contacts rights

If you still do not see the Contacts menu, this means your user account does not have the Manage contacts rights. In this case, contact your account administrator.

Note: Your account administrator's name and contact details are mentioned on the Account page.