Recipients
How to manage recipient lists and recipients for surveys and campaigns.
The Recipients menu is where you manage the contact databases used for survey campaigns. You can organize recipients into named lists, import them in bulk, enrich and clean up the data, and restore previous states using snapshots.
Navigate toSurveys → Recipients.
Recipient Lists
All recipient data is organized intorecipient lists. Each list is an independent, named collection of contacts that can be assigned to one or more campaigns.
Creating a list
ClickCreateon the recipient lists page. In the dialog, fill in:
- Name– a descriptive label for the list.
- Default language– pre-fills the spoken language field when adding recipients manually.
- Default country– used to interpret phone numbers and addresses entered without a country.
- Deduplication– optionally configure which fields are compared to detect duplicate entries when merging data: phone number, email address, and/or full name.
After saving, you are taken directly to the new (empty) list.
Searching and viewing lists
The lists overview shows each list's name and total recipient count. When you have more than one list, a search box appears so you can quickly find lists by name.
Deleting a list
ClickDeletein the list row to soft-delete the list. Soft-deleted lists are moved to theDeleted recipient listspage, which is linked at the bottom of the lists overview.
Restoring or permanently deleting a list
Open thedeleted lists pageto see all soft-deleted lists. From there you can:
- Restore– brings the list and all its recipients back.
- Delete– permanently removes the list and all its data. This action cannot be undone.
Recipients
Open a recipient list to manage its individual contacts.
Recipient fields
Each recipient can store the following information:
| Field | Description |
|---|---|
| Name | First name, last name, and other name parts (structured), or a free-form full name. |
| Phone number | One or more phone numbers in international format (e.g.+36301234567). |
| Email address | One or more email addresses. |
| Address | A structured postal address (street, city, postal code, country) or a free-form address string. |
| Language | The preferred spoken language of the recipient. |
| Gender | Male, Female, or not specified. |
| Custom dimensions | Arbitrary key–value pairs for any additional data (seeCustom dimensions). |
Adding a recipient manually
ClickAddon the list page and fill in the recipient's details. EnableAdd morein the dialog footer to keep the form open after saving, which speeds up manual data entry.
Editing a recipient
Click the edit icon (pencil) on any recipient row to open the edit dialog. All fields — including custom dimensions — can be modified.
Deleting a recipient
Click the delete icon on a recipient row to remove that single recipient. You can also select multiple recipients using the checkboxes and clickDelete (n)in the selection toolbar to remove them all at once. UseSelect allto extend the selection to the entire list.
Searching and filtering recipients
When a list contains more than one recipient, two tools become available in the toolbar:
- Search– instantly highlights matching text across names, phone numbers, email addresses, and addresses.
- Filter– opens the filter panel where you can narrow recipients by:
- Dimensions– include only recipients that have a specific dimension value (supports multiple dimension conditions).
- Gender– include only recipients of a selected gender.
- Languages– include only recipients whose language is one of the selected languages.
An active filter is indicated by a highlightedFilterbutton. Click it again to adjust or clear the filter.
Importing Recipients from CSV
ClickImportto upload one or more CSV files into the list. The import dialog explains the expected format and lets you configure options before uploading.
CSV format
The file must use UTF-8 encoding. Supported column names:
| Column | Description |
|---|---|
FullName | Full name of the recipient. |
Address | Postal address as a free-form string. |
PhoneNumber | Phone number in international format. |
EmailAddress | Email address. |
Dimension_<Name> | Custom dimension — replace<Name>with the dimension name, e.g.Dimension_Membership. |
Example:
| FullName | Address | PhoneNumber | EmailAddress | Dimension_Membership |
|---|---|---|---|---|
| Jane Smith | 1054 Budapest, Example St. 1. | +36301234567 | jane@example.com | Subscriber |
| John Doe | 6720 Szeged, Sample Sq. 13. | +36707654321 | john@example.com | Sponsor |
You can select thedelimiter(comma, semicolon, tab, etc.) to match the format of your file.
Import options
| Option | Description |
|---|---|
| Restore point | Creates a snapshot of the current list before importing, so you can roll back if needed. |
| Merge (deduplicate) | Instead of always adding new rows, match incoming records against existing recipients by phone number, email address, and/or full name, and update the matching recipient's data. |
| Denylist removal | Automatically removes the imported recipients from thedenylist, allowing them to be contacted. |
Before uploading, you must confirm that you hold a valid legal basis under GDPR for processing the uploaded data.
Custom Dimensions
Dimensions are user-defined key–value pairs that let you attach any extra metadata to a recipient. Common uses include membership tier, region, customer segment, or any other field relevant to your campaigns.
- Adding a dimension– in the Add or Edit recipient dialog, clickAddunderCustom dimensionsand enter a name and value. When other recipients in the same list already have dimensions, a dropdown suggests the existing dimension names and their previously used values to ensure consistency.
- Using a new dimension name– select(new dimension)from the dropdown, then type the new name.
- Dimension names are case-insensitiveand must be unique per recipient (duplicate names are flagged with a validation error).
- Filtering by dimension– use thefilter panelto include only recipients that match specific dimension values.
- CSV import– supply custom dimensions as columns with the
Dimension_prefix (e.g.Dimension_Region).
List Operations
ClickOperations(wand icon) in the list toolbar to apply bulk transformations to all recipients in the list. Operations run in the background and their progress is shown in a status table at the top of the list page.
Enrichment
| Operation | Description |
|---|---|
| Resolve addresses | Normalizes and completes postal address data using a maps AI model. |
| Resolve geo position | Adds geographic coordinates (latitude/longitude) to recipient addresses using a maps AI model. |
| Resolve gender | Automatically infers the gender of recipients based on their first name. |
| Resolve country from phone number | Determines and sets the recipient's country based on the phone number's country calling code. |
Reduction
| Operation | Description |
|---|---|
| Denylist | Removes all recipients whose phone numbers appear on thedenylist. |
| Filter | Permanently removes recipients that donotmatch the configured filter criteria (by dimension, gender, or language). |
| Deduplicate | Merges duplicate entries, identifying duplicates by phone number, email address, full name, and/or physical address. |
Tip:Before running a destructive operation (Filter, Deduplicate, Denylist), enableRestore pointor create a snapshot manually so you can roll back.
Snapshots and Restoring a List
Snapshots capture the entire state of a recipient list at a point in time. You can use them to undo accidental bulk changes or bad imports.
Creating a snapshot
ClickRestorein the list toolbar, then clickCreatein the panel that opens. You will be prompted for an optional description (the current date and time are suggested by default).
Restoring from a snapshot
- ClickRestorein the list toolbar.
- Select the snapshot you want to restore from — each entry shows its creation date and the number of recipients it captured.
- ClickRestoreand confirm the prompt.
Restoring replaces the current list contents with the snapshot data. The action cannot be undone, so create a new snapshot first if you want to preserve the current state.
Snapshots are also created automatically when you use theRestore pointoption during a CSV import.