Managing Your Audiences on Conjointly

My Audiences enables you to store and manage all your research contacts efficiently. With this functionality, you can create email campaigns to send survey invitations or reminders directly from Conjointly without needing an external email platform.

Create an audience

Follow these steps to create a new audience in your Conjointly account.

1. Go to My audiences.
2. Click on Add audience .
3. On the pop-up, fill in the audience name, sender’s company name, and company address.
4. Click Save to add the audience.

Add contacts to the audience

When an audience is created, you can add contacts individually or import contacts from a .csv file.

Add a single contact to an audience

To add a single subscribed contact to an audience, follow these steps.

1. Click Add contact .
2. Enter the subscriber’s information. The email field is mandatory and must be completed before saving the contact.
3. Optionally, click Add custom field to include additional information.
4. Confirm that you have received consent to send messages to this contact.
5. Click Save to complete the process.

Import contacts from a CSV file

Here are six simple steps to import contacts from a CSV file.

1. Click Import contacts from .csv file .
2. On the pop-out, drag and drop the CSV file into the Upload file box.
3. Select and assign a relevant field for each column extracted from the file. Be sure to assign the Email field as it is a mandatory field.
4. Click Save to proceed.
5. Confirm that you have received consent to send messages to these contacts.
6. Click Save to complete the import process.

Managing audiences

Once you have created an audience, it will be added to your My Audiences list. You can quickly search for audiences using the search bar. To manage your audience, click on the thumbnails on the right-hand side. From there, you can edit audience, duplicate audience, export all contacts to .csv, import contacts to audience from .csv, or delete audience.

View details of a specific audience

The Review tab provides the summary of contacts and campaigns for the audience.

Manage contacts within an audience

Within the audience page, you can view the full list of contacts under the Contacts tab. Tick the contacts you wish to subscribe or unsubscribe for future campaigns, or remove them from the audience by deleting the contacts.

Review contact status for launched campaign

Within the Contacts tab, you can review the status for each contact for steps within launched campaigns by following these steps:

• Click on the Campaign steps button.
• Select the campaign and the email steps you would like to review.

Configure audience settings

In the Settings tab, you can specify the following:

• Sender’s company name
  The company name that will be displayed to comply with regulations.
• Company address
  The physical address of the company that will be displayed to comply with regulations.
• Reply to
  The email address that contacts will use to reply to the survey invitation.
• From
  The email address that sends the survey invitation emails to contacts. If you wish to send the survey from a custom domain name, please reach out to our support team for a quote.
• Allow re-taking survey if already answered
  Enable this setting if you would like your email recipients to forward the invitation email to others, allowing them to take the survey as well.
• Use a tracking pixel
  Enable this setting to track how many contacts opened each email. Note that using tracking pixels may negatively impact the deliverability of your messages.

Launch an email campaign for an audience

You can launch an email campaign for your audience to send survey invitations or reminders directly from Conjointly while effortlessly tracking their responses.