There are three ways to add contacts to your database:

• Individual: Manually add a single contact.
• Import from CSV: Upload a list of contacts using a CSV file.
• Import from Existing Projects: Create contacts from participant submissions in existing projects.

Note: An email address is required for all contacts, as it serves as the unique identifier.

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Adding an Individual Contact

Use this option to add a new contact to your database. You’ll be prompted to enter the following details:

• Name: Enter the contact’s name.
• Email: Provide the contact’s email address.
• Contact is a person: Toggle this option on/off to specify whether the contact is a person or organisation.
• Subscriber / May receive broadcast messages: Toggle this on/off to allow the contact to receive broadcast messages.
  • Only contacts with this enabled will receive broadcast messages.
• Details: Add any additional information or notes about the contact.
• Save contact: Click to save the new contact and add it to your database.

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Import from CSV

To import a list of contacts from a CSV click Import, then select Import from CSV file.

1. Upload your CSV:

• Drag and drop the file or click to select it from your device.

1. Assign Fields:

• Match your CSV column headers to Converlens Contact fields.
• Click the dropdown to assign a field or select Skip if you do not want to import that column.

1. Choose Import Options:

• Handling duplicates:
  • Choose whether to update existing contacts, fill in missing fields, or leave them unchanged if the email already exists in the database.
• Apply Labels (Optional):
  • Select a label to tag imported contacts for better organisation.

1. Confirm and Import:

• Review the settings, check the confirmation box, and click Import Contacts. Contacts with invalid email addresses are skipped.

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Importing Contacts from Existing Projects

To import contacts from previous Converlens projects, click Import, then select Import from existing projects.

1. Choose import settings:

• Set as Subscribers: Check this box to mark imported contacts as subscribers who can receive broadcast messages.
• Set as Registered Members: Check this box to mark imported contacts as registered members.
• Contact creation date: Choose whether to use the current date or the contact’s first submission date.

1. Select Projects to Import From:

• All spaces: Import contacts from all data spaces containing an email question block.
• Select specific spaces: Choose specific surveys or data spaces to import contacts from. The selected spaces must contain an email question block.

1. Complete the Import:

• Click Import Contacts.
• All respondents matching the selected import settings who provided an email address in their response will be added as contacts.