What is a Contact List?
Format a Contact List
Follow these instructions to successfully export a list of contacts we can import for your Pulse Checks® and Flexible Surveys. When pulling a contact list from your database, please export the following columns into Excel, CSV, or Google Spreadsheet.
Sample Spreadsheet for General Contacts
Sample Spreadsheet for Family & Student Contacts
General Contact Fields:
- Contact ID
- Group Affiliation*
- First Name
- Last Name
- Email Address
- Cell Number
- Preferred Language**
Family Contact Fields:
- Student ID Number
- Student First Name
- Student Last Name
- School
- Grade
- Parent/Guardian First Name
- Parent/Guardian Last Name
- Parent/Guardian Email Address
- Parent/Guardian Cell Number
- Preferred Language**
Student Contact Fields:
- Student ID Number
- First Name
- Last Name
- School
- Grade
- Student Email Address (use a school email address)
- Preferred Language**
* Group affiliation is the organization, team, municipality, business, school, district, or group with which the contact is associated.
**Preferred Language is the language the contact prefers to receive their communication, e.g., English, Spanish. Note: if this column is Blank, the surveys will be sent in English. Recipients can reply and request a language change and their next survey will be updated. Possip can translate a survey into 104 different languages. Click here for a list of languages Possip translates.
Reminders and Tips:
- Primary Contacts Only: Only include primary contacts who should receive a survey.
- Multiple Contacts: If there are multiple accounts affiliated with a contact, please list each respondent as a separate line item (row). See below for an example of a parent/guardian with two students.
- One Spreadsheet per Stakeholder Group: If you are preparing contact lists for multiple organizations at once, use the "organization name" column to indicate which organization each respondent is affiliated with to consolidate contacts into one spreadsheet or tab.
- Column Headers: Use clear, standardized headers such as "First Name," "Last Name," "Email," "Phone Number," "Organization Name," and "Language." You’ll see the headers based on the type of account.
- Separate Columns: Make sure each piece of data (name, email, phone number, etc.) is in a separate column. Avoid combining multiple pieces of information into one cell.
- No Special Characters: Avoid using special characters like commas or quotation marks within your data as they can cause errors during upload.
- Standardize Phone Numbers: Ensure phone numbers are in this format: 333-333-3333
- Language Codes: If adding language preferences, use language names (such as Spanish, Arabic, French, etc).
Upload a Contact List
When you are ready to upload your new contact list, please complete the following steps.
STEP 1: Log in to https://www.weeklypossip.com/login.
STEP 2: Click on “Documents” and “Add Document” and attach your document.
STEP 3: Select “Public” and click “Save.”
