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When sending surveys via email, you can now easily add contacts to the sending list from your spreadsheets, like Excel or Google Sheets.
There are two options:
- Select a .csv to .xls file from your computer and upload it to Trustmary.
- Copy contacts and paste them onto Trustmary.
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If you have separate columns for your contacts’ names, they are easily imported to Trustmary and used in the survey invitation messages.
Try this feature in Surveys (new): Go to Trustmary