How do I bulk invite respondents from a CSV file?

You can invite many respondents at once by uploading a CSV file from the Response List. Each row creates a new response and triggers the Welcome email automatically (unless you suppress it).

To bulk invite respondents:

1. Open the Response List. From the main menu, go to Responses.
2. Download the CSV template. Click CSV Template and select New Responses. A CSV with predefined column headers will download.
3. Fill in the CSV. Enter one respondent per row. The only required column is Assessment, which must match the assessment name exactly as it appears in your site. All other columns (First Name, Last Name, Email Address, etc.) are optional. Do not change the column headers.
4. Save the file. If your data includes non-Western European characters (for example Chinese, Japanese, or Russian), save the file as CSV UTF-8 before uploading to avoid character corruption.
5. Upload the file. Back on the Response List, click Upload, select New Responses, and choose your completed CSV.
6. Review the validation result. The system validates the file before processing. If errors are found, the upload stops and an error file is provided. If validation succeeds, response records are created and the Welcome email is sent to each respondent automatically.

For full details, including all available CSV columns and common error messages, see Bulk Inviting Respondents Using CSV.