Step 1: Access Your Account
Sign into your account and follow these steps to create a survey in the PsychData tool.
Step 2: Locate the Contact Lists Tab
Click on the “Contacts” tab in the top left corner of the page.
Step 3: Create List
Click “New Contact List”
Step 4: Name Your List
Enter the desired name for the list into the “List Name” field
Step 5a: Import Contacts (Optional)
Click “Select CSV File” and upload a spreadsheet with the contacts you need, click continue after checking information is correct.
(If your spreadsheet is not in the correct format, you can click “Export Template” and download the template to put your list in the correct format.)
A popup will appear that will allow you to double check and make sure that the fields match up with the correct information.
Once you’ve verified that the information and fields match up, click “Continue.”
Another popup will appear with a preview of the information for you to double check and the button to create your contacts will display the number of contacts in the list, “Create # Contacts.” Once you’ve confirmed the information, click the button.
Your list has now been uploaded. You will be redirect to a page that displays all of the contacts you just uploaded.
Step 5b: Enter Contacts Manually (Optional)
If you prefer to enter your list manually, enter your desired name in the “List Name” field and click “Submit”
This will take you to the corresponding page for your list, pictured below.
Click “Add Contact.”
A popup will appear with fields for you to enter your contacts. If there are additional fields that are not included, you can use the “Add Custom Field” button to insert whatever field you need. It is best to add additional fields before you’ve entered your contacts.
If there are no additional fields needed, enter the individual contacts into the fields.
There are two buttons that you can click to save each individual contact.
If you have another contact to enter after this one, click “Save & Add Another.”
If it is the last contact in your list, click “Save.”
