How to Import Respondents into ParentPulse

Before you can launch your Pulse survey sequence, you need to have respondents in place! ParentPulse makes it easy to import parent, student, and/or employee information, depending on which survey modules are active for your school.

Importing contacts ensures that the right people receive the right surveys at the right time, helps maintain accurate records, and sets the stage for reliable, actionable data. With just a few steps, you can upload your contacts, review existing records, and even manage former respondents, so your survey process runs smoothly from start to finish.

• How to Deactivate/Activate Respondents
• How to Add/Remove Respondents
• How to Extend Survey Expirations

1. Create a spreadsheet for your respondent group.
   - You can create your own, or download our simple CSV template.
   
   
   
2. Include the following information in your spreadsheet:
   - First name
   - Last name
   - Email address
   - Phone number (optional, but required for text message invitations)
   - ID Number (optional)
   
   
   
3. Save or export your file as a CSV file.