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Survey Recipients

This is where you manage who receives your survey. You can upload recipients in bulk, track their status, and see who's responded (coming soon).

Adding Recipients via CSV​

Upload a CSV file to add recipients in bulk. This is the main way to get your survey out to people.

How to Format Your CSV​

Your CSV should look something like this:

email,firstName,lastName,customField1,customField2
john@example.com,John,Doe,Department A,Manager
jane@example.com,Jane,Smith,Department B,Analyst

What's required:

  • email - A valid email address (this is the only required field)

What's optional:

  • firstName - Recipient's first name
  • lastName - Recipient's last name
  • Custom fields - Add any metadata columns you want (like department, customer type, etc.)

Data Validation​

When you upload your CSV, we'll check to make sure:

  • Email addresses are formatted correctly
  • All required fields are present
  • If you're using question parameters, those columns exist and have values

If something's wrong, we'll give you detailed feedback so you can fix it.

CSV Tips
  • Always include a header row with column names
  • Use UTF-8 encoding if you have international characters
  • Remove duplicate email addresses unless you want the same person to get multiple invites
  • Test with a small CSV of internal emails first
  • Keep your custom fields consistent across all rows

Survey Snapshots for Recipients​

Here's something important: each recipient gets a snapshot of your survey at the moment you add them. If you add someone and then later change a question, they'll still see the original question you had when you added them. This ensures consistency and lets you know exactly what each person will see.

The Recipients Table​

Once you've uploaded recipients, you'll see them all listed in a table with these details:

  • First Name - If you included it in your CSV
  • Last Name - If you included it in your CSV
  • Email Address - Where the survey gets sent
  • Status - Current state (more on this below)

See the metadata: Click to expand any row to see all the custom metadata associated with that recipient.

Understanding Recipient Status​

Each recipient has a status that updates automatically:

  • Pending send (Yellow): Email is queued up or has been dispatched
  • Sent (Yellow): Email made it to their inbox (or they marked it as spam or unsubscribed)
  • Responded (Green): They opened and/or completed the survey
  • Failed (Red) - Coming soon: Email couldn't be delivered (bounced, invalid address, etc.)

Status updates happen in real-time as:

  • Emails get sent and delivered
  • Surveys get completed
  • (Coming soon) Recipients open emails or delivery issues occur

When Will Recipients Receive Surveys?​

Once you add recipients and your survey is active, emails are queued for delivery. Most recipients will receive their survey email within a few minutes, though during periods of high volume it may take up to a few hours. The system processes surveys in batches to ensure reliable delivery, so you'll see statuses update progressively as emails are sent out.

Getting Survey Responses into Unwrap​

Want to analyze survey responses alongside your other feedback? Click the "Add Survey to View" button to set up an integration. This pipes survey responses into a view where you can analyze them with all your other feedback data using Unwrap's analytics.

Adding Recipients Programmatically​

Need to add recipients through code instead of uploading a CSV? You can use Unwrap's REST API to add recipients programmatically. This is perfect if you want to integrate survey sending into your existing systems or workflows. Check out the API Recipients Guide for full details on authentication, request format, and code examples.

What to Do Next​

Now that you've added recipients:

  1. Send a test email to make sure everything looks good
  2. Activate your survey to start sending to all recipients
  3. Set up an integration to get survey responses flowing into a view for analysis