Bulk Inviting Respondents Using CSV

Step 1: Navigate to the Response List screen

From the main menu, go to Responses, then select Response List. This is where the CSV templates are downloaded and uploaded.

Step 2: Download the New Responses CSV template

On the Response List screen, click CSV Template and select New Responses. A CSV file will download with predefined column headers. 

Step 3: Complete the New Responses CSV file

Open the downloaded CSV file. Only the following columns are required:

• Assessment – must match the assessment name exactly as configured in your site, e.g., My Assessment 10.1

Remember:

• All other columns are optional and may be left blank if not required.
• Enter one respondent per row
• If your file includes non‑Western European characters (for example Chinese, Japanese, or Russian), save the file as CSV UTF‑8 before uploading to prevent character corruption.
• Please do not change the column headers.

Step 4: Upload the New Responses CSV

Return to the Response List screen, click Upload, and select New Responses. Choose your completed CSV file and upload it.

Step 5: Validation and email sending

The system validates the file before processing. If errors are found, the upload will stop and an error file will be provided.

If validation succeeds, response records are created and any welcome or invitation email templates you have set up will send automatically, unless you have indicated emails should be suppressed in column R (SuppressEmails).

Step 6: Confirm the upload

The Response List screen will now show your new responses