Creating a Contact Database

1: Accessing the Contact Databases Page

Click the Contacts icon in the sidebar to open the Contact Databases page.

• If you already have a contact database, it will be displayed.

• If you do not yet have a database, the Create Contact Database page will open automatically.

2: Creating a Contact List

Click the drop-down arrow next to "Create Contact List". You will see the following options:

1 Base on a survey: Creates a contact list using background variables from an existing survey.

2 From scratch in Authoring: Opens the contact list editor in Authoring, allowing you to create a contact list manually.

3: Creating a New Contact Database

3.1: Naming the Contact Database

Enter a name for your contact database, and click the Next button.

3.2: Select a Source Survey

On the Select Source page, choose a survey from the list and click the Next button.

3.3: Select Background Variables

On the Select Background Variables page, check the boxes for each variable you want to include, then click the Next button.

3.4: Configure Linking Options

On the Configure Linking page:

• Choose to create a new field or link to an existing one.

• Select the appropriate field name if linking.

Note: The key field for your contacts, such as a customer ID or email, must be linked to the system field “contactid”. Note also that to be able to select the variable as the key field or set it to contactid, it must have a Field width set.

3.5: Review and Finish

On the Review and Finish page, check your settings and click the Save button.

The contact database will be created, and you will be returned to the Manage Contact Database page.