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The user can add a new record manually by clicking the "Add new record" button shown in the image above with the green arrow (3).

Data Import

For importing data, the best way is to download the template spreadsheet and fill it out. To see how to fill it out, it is a good idea to go to export module and export one to see how the data is supposed to look like.

After completing the spreadsheet, we import it into the import module which runs a data sanity check and shows the issues to us.

We need to resolve the issues in order to pass and import. That is why downloading the template is so important → it saves time and hassle.


Manage Survey Participant

We can reach this module by clicking the "Manage Survey Participant" link on the left hand side panel shown in the image below in the brown box (1):


Survey link screenImage Added

There are a couple important functionalities under this module.

The first tab on manage survey participants screen shows all the different ways the survey link can be obtained. Image above shows that screen.