What this feature is, why you should use it and when
Step by step implementation of this feature
This section explains what the "Create New Address Book" is and why you should use it
What: This advanced feature allows you to create your own address book.
Why: It is useful for storing email addresses of your respondents
and
sending your surveys to all the respondents included in your
address book.
To export email addresses from different data sources, consult the
'
Export E-mail Addresses From Data Sources' help chapter.
We are about to show you step by step how to implement this feature
To create a new address book go to the 'Email Survey Using Address Book' page. To get there click [Go] next to the 'E-mail survey distribution' on the 'Launch Survey' page and then select the ( )'Email Survey Using Address Book' radio button. Find [Add Address Book] and click it.
To create a new address book using data file saved locally on your computer:
- Enter a name for your new address book in the
'Name address book' field.
Only Roman alphabet can be used while composing or editing the name of the address book. - Select the []'Create empty address book' check box to create a new address book containing no addresses yet.
Click [Save] to save the name of your address book. To fill your address book with imported addresses use the instructions below:
- Choose the name of your
address book from the 'Select Address Book' drop-down box.
- Click [Rename] if you wish to change the name of the address book. Use Roman alphabet while editing the name of the address book.
- Click [Delete] if you need to remove the address book.
- Click [Import Address File] to import file with
addresses into the address book. To do it follow the steps below:
- Click [Browse...] to choose the address file you want to import into the address book you selected.
- Click [Display Address File] to see the first lines of the address file you selected above.
- Specify column number in which email addresses
are listed in the address file.
Consult the display of the address file to check up
the number of the column with email addresses
in the imported address file.
- If you select the []'Consider first line as Header' check box the items of the first line of the address file will be used as column headings.
- Click [Import Address File] to import
address file into the address book.
Note that you can import only comma delimited text files (.csv) in UTF-8 encoding into your address book.
Click [Back] to go to the page containing your new address book.
To create a new address book inputting data manually:
- Enter a name for your new address book in the 'Name address book' field. Only Roman alphabet can be used while composing or editing the name of the address book.
- Select the []'Create empty address book' check box to create a new address book containing no addresses yet.
Click [Save] to save the name of your address book.
To fill your address book with addresses manually use the instructions below:
- Choose the name of your address book from the 'Select address book' drop-down box.
- Click [Add New Address] to input data manually.
- Enter data to the text box in CSV format (separating each item with a comma or semicolon).
- Specify column number in which email addresses
are listed.
- If you select the []'Consider first line as Header' check box the items of the first line of your input data will be used as column headings.
- Click [Save] to import your data to the address book.
Click [Back] to go to the page containing your new address book.
To create a new address book by copying addresses from existing address books:
- Enter a name for your new address book in the 'Name address book' field. Only Roman alphabet can be used while composing or editing the name of the address book.
- Select the []'Copy addresses from' check box and use
drop-down box
to select the address book from which you need to copy
addresses.
- Select the addresses you need to go into your new address book. Use the first drop-down box to select one of the fields and the second to set the filters. Enter parameters that will determine the selection of addresses. For example if you need to copy email addresses registered at yahoo.com you should select the 'E-mail addresses' field from the first drop-down box, choose filter 'ends with' from the second drop-down box and insert 'yahoo.com' into the box next to the filter.
Click [Save] to start copying addresses and save your new address book.
Click [Back] to go to the page containing your new address book.