SurveyPool is first a survey and email campaign creation tool, but along with that you receive many more benefits. One of the most significant benefits of the software is being able to manage your contacts. The following are examples of how SurveyPool enables you manage your contacts.

Create Contact Lists

Just as within your organization, your customers may fit into different groups. For example, if you are sending an email to your suppliers, you may want to segment the companies into different groups according to what their business supplies. A good way to keep contacts within a certain group together is to create a list and add the contacts to the group. You may find that your customers fit into multiple groups, and this is fine. Just as with contacts, create as many contacts lists as you need—we don’t have any restrictions on the number of contact lists you can create.

Store Contact Data

The more you know about your contacts, the more successful your surveys and email campaigns. A good way to obtain this information is by adding fields in the communications you send out that collect the information you need. SurveyPool includes fields for gathering personal information about your contacts. The software includes 25 data fields that you can customize according to your needs. The fields are ideal for storing company-related, geographic, or demographic contact information. These fields can store numerical, character, or date data. Some examples of contact fields include “Date Started,” Group Name,” and “Length of Service.”

Import Contacts

With SurveyPool you can add as many contacts as you need. Have a significant number of contacts that you would like to add? The contact import feature is a handy feature to help you with this task. All you need to do is take the file containing your contacts (must be in Excel or comma-separated values [CSV] format) and upload it into SurveyPool. When you import contacts into SurveyPool, you can determine what the system should do with certain “bad” records, such as in the case of duplicates. After an import, the system automatically generates a report for you indicating what contact records were skipped or fixed.

Filter Contacts

The SurveyPool filtering system enables you to use combinations of various criteria to perform several different contact management tasks. You can specify conditions that generate a list of contacts to delete from the system. If you want to create a subset of contacts, the filtering system can help you with this task. After you receive your results, you can export the contacts to an Excel or CSV file. The filtering system is also useful for updating large groups of data at one time.

Cleanse Contact Lists

Sending emails with incorrect or invalid contact data can have a significant effect on your results. SurveyPool makes it easy for you to keep your contact data “clean” and up-to-date. You can use the reporting system to check if contact information, such as e-mail address, name, and telephone number is correct. After you send an email campaign you can access Delivery Statistics Reports to view any “bad” contact data, such as bounced emails or SPAM complaints, and update the system appropriately.

Try SurveyPool Today

Now that you know how easy it is to manage your contacts, are you ready to discover the full benefits of using SurveyPool? Go ahead and sign up with the Basic plan today and put the software to the test. Remember, you can add as many contacts and contact lists as you need in SurveyPool. We are here to help you with additional information or to answer any questions you may have about SurveyPool.