Label management
Artur Zbiejcik avatar
Written by Artur Zbiejcik
Updated over a week ago

Labels allow us to store additional data about respondents, which we know before starting the survey (e.g. name and surname, e-mail, telephone number, department, seniority, position, etc.). Thanks to their use in later analysis, we can use this data to filter the results and, for example, see the results only for respondents in a certein position or from a specific department of our company. Additionally, labels can be dynamically inserted into the content of the survey so that each of the respondents at the beginning sees, for example, the greeting "Please evaluate the cooperation between EXPOL and our company", where Expol is the name taken dynamically from the label.

Adding labels from a file

  1. When you decide to import the contact labels from a ready, previously prepared file, check whether its structure meets the requirements - the window shown below will appear after selecting the "Import from a file" option - the file has to be constructed in the manner described below for the import to be proceeded without any difficulties.

  2. When importing the contact labels, you can define them in any way, but remember that the cells in the file prepared by you in the first row reflect the labels in the contact list table. Labels can also be defined by importing a ready file containing a contact list. In such a file, the first row of each column will be the name of the column's label. Defining the labels in this way is only possible if you do not have any contacts added to the survey distribution list.

  3. When you have read the detailed instructions on how to create a file with respondents' attributes and your file is ready for import, under the window with the description and guidelines for creating the file, select the option "Select CSV or XLSX file from disk" and set the direct path to the file location.

  4. After selecting the appropriate file, select the "Add" option to finalize your import, or Cancel when you want to abandon the import. In addition, you must check the box, declaring that "I am importing personal data of recipients that are correct, up-to-date, and their processing is based on appropriate legal grounds"

The respondent label management

Once the contact list with the labels has been imported, you can edit it. Just choose Respondent attributes.

2. Then all the labels we added earlier will appear. In the label fields, we can edit the text, add new or delete the existing ones.

3. After making changes, select the SAVE button.

What is worth remembering?

  • The more labels we create, the more non-declarative information we have about the respondent. We can later use this data when analysing the survey's results.

  • Importing a new contact list with different labels will not change those already added. You have to edit them by accessing the Respondent Label Management.

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