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Survey Recipients Page

The Survey Recipients Page is where you manage who will receive your Unwrap surveys. This comprehensive recipient management system allows you to upload, organize, track, and monitor all survey participants and their response statuses.

Overview​

Effective recipient management is crucial for successful survey campaigns. This page provides tools for adding recipients, tracking delivery status, monitoring responses, and managing your survey recipient database with detailed analytics and filtering capabilities.

Adding Recipients​

CSV Upload Method​

The primary method for adding recipients in bulk:

  • File Format: Standard CSV files with headers
  • Required Fields: Email address (minimum requirement)
  • Optional Fields: First name, last name, custom metadata fields
  • Upload Process: Drag and drop or click to select CSV files

CSV File Requirements​

Your CSV file should follow this structure:

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

Required Columns:

  • email: Valid email address (required)
  • firstName: Recipient's first name (required)

Optional Columns:

  • lastName: Recipient's last name
  • Custom metadata fields for segmentation and tracking (Note: there can be unlimited custom fields columns)

Data Validation​

The system validates uploaded data:

  • Email Format: Ensures valid email address format
  • Data Completeness: Checks for required fields
  • Error Reporting: Provides detailed feedback on validation issues
CSV Best Practices
  • Include headers in your CSV file
  • Use UTF-8 encoding for international characters
  • Remove any duplicate email addresses before upload
  • Test with a small sample file first
  • Keep custom fields consistent across all rows

Recipient Management Interface​

Recipients Table​

Comprehensive view of all survey recipients with the following columns:

ID​

Unique identifier for each recipient record for tracking and reference.

First Name​

Recipient's first name (if provided in CSV upload).

Last Name​

Recipient's last name (if provided in CSV upload).

Email Address​

The recipient's email address - primary identifier for all communications.

Additional Fields​

Custom metadata fields from your CSV upload, including:

  • Department information
  • Customer segments
  • Account types
  • Purchase history
  • Any other custom data relevant to your survey

Status​

Current delivery and response status with color-coded indicators:

Delivery Status:

  • Pending send (Yellow): Email queued for sending, or dispatched to a recipient.
  • Sent (Gray): Email successfully delivered to inbox, marked email as spam, or unsubscribed from emails
  • Responded (Green): Recipient opened and/or completed the survey
  • Failed (Red): Email delivery failed, bounced back (invalid address), dropped due to reputation or other issues,

Actions​

Available actions for each recipient:

Advanced Recipient Features​

Search and Filtering​

Powerful search capabilities to manage large recipient lists:

  • Search Bar: Find recipients by name or email address

Pagination​

Efficient handling of large recipient lists:

  • Items Per Page: 15 recipients displayed per page
  • Navigation Controls: Previous/Next page navigation
  • Total Count Display: Shows total number of recipients and pages

Status Management and Monitoring​

Real-Time Status Updates​

Recipient status updates automatically as:

  • Emails are sent and delivered
  • Recipients open survey emails
  • Surveys are completed
  • Delivery failures or bounces occur

Error Handling and Resolution​

When delivery issues occur:

  • Automatic Retries: System automatically retries failed deliveries
  • Error Reporting: Clear error messages for troubleshooting
  • Manual Intervention: Ability to manually resend to specific recipients
  • Bounce Management: Handles both soft and hard bounces appropriately

Data Integration and Export​

Response Data Access​

Survey responses integrate seamlessly with Unwrap analytics:

  • Unwrap Surveys Integration: Clicking the "Add Survey to View" button will redirect users to the integrations page, where users can configure survye responses to appear in main Unwrap as feedback entries
  • NLP Processing: Text responses processed for sentiment and themes
  • Segmentation: Filter insights by recipient metadata
  • Real-time Updates: New responses appear immediately in analytics

Privacy and Compliance​

Unsubscribe Management​

Automatic handling of unsubscribe requests:

  • One-Click Unsubscribe: Easy unsubscribe process for recipients
  • Automatic Suppression: Unsubscribed emails automatically excluded from future sends
  • Compliance: Meets CAN-SPAM and GDPR requirements
  • Manual Management: Ability to manually manage unsubscribe lists

Next Steps​

After managing your survey recipients:

  1. Send Test Emails - Verify survey delivery and appearance
  2. Activate Survey - Begin sending to all recipients
  3. Creating an Unwrap Survey Integration - Set up automatic survey response ingestion