BOS - Online Surveys

powerful, flexible online surveys

Adding new respondents to an existing respondent list ADVANCED

This Help page applies to surveys where survey access control has been enabled and a respondent list has been created.  If you have not yet set up a respondent list, please refer to our Help page on Controlling who can complete your survey.

If you already have a respondent list and need to add to it, there are two ways to do this:

  1. Add new respondents manually, one at a time
  2. Import a CSV file containing the new respondents.

Adding new respondents manually:

  1. On your Dashboard dashboard-icon, locate your survey and click Distribute.
  2. Go to survey access control icon Survey access control.
  3. In the Username box at the bottom of the respondent list, type in a username and click + Add respondent.
  4. If you need to add further details, e.g. an email address or pre-populated responses, locate the new respondent record by typing the username into the Filter by username to email box at the top of the respondent list.
  5. Add the required further details directly into the relevant fields.
  6. The information will be saved as soon as you click or tab into another field.

Importing a CSV file containing the new respondents:

  1. Create a CSV file containing only the new respondents.  Ensure that the new respondents do not have the same usernames as any existing respondents.
    • If you do not know how to create a CSV file for your new respondents, please carry out Step 1 and Step 2 on this Help page, then return and continue with these instructions.
  2. On your Dashboard dashboard-icon, locate your survey and click Distribute.
  3. Go to survey access control icon Survey access control.
  4. Under “Respondent export / import”, click Import respondents.
  5. Click Browse to find the CSV file on your computer, then click Open.
  6. Ensure that the “Delete all existing credentials” box is not ticked.  This ensures that your existing respondent information is not deleted when you upload the new respondent details.  Ticking this box will delete all of your existing respondent records.  The records cannot be retrieved once they have been deleted.
  7. Click Save.
  8. The new respondents will be added to your existing respondent list.