Contacts

This is where you can access your stored contacts. In this tab, you can view your contacts’ name, email, and date created.

Adding Contacts

Adding your contacts to 5StarRocket is quick and easy. You can add a contact by simply sending out a survey. There are two methods of doing so.

  • Quick Survey
  • Import CSV

Quick Survey

Hit the “Request Feedback” button (visible from all 3 tabs) then hit “Quick survey”.

You will then be greeted by the “Request Feedback” window. Simply fill out your customer’s information.

Request Feedback Window

You will notice the “Don’t track this feedback survey” checkbox. Checking this option allows the survey to be Non-Tracked.

Non-tracked surveys ignore the throttling period (Survey throttling) and don’t add the contact information in your account.

Once the survey is sent, your contact will be added to the Contact tab.

 

 


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Import CSV

Perhaps you already have an email list for your clients, adding it to 5StarRocket is quick and easy. If you need help growing your email list I suggest our blog post which provides some excellent tips.  

Step 1

Hit the “Request Feedback” button (visible from all 3 tabs) then hit “Import CSV”.

 

Step 2

In the Import CSV window, hit “Click to select a CSV file…” then navigate to your CSV on your local machine.

Import CSV Window

In the Import CSV window, there are two checkboxes labeled “Don’t track this feedback survey” and “Ignore the first row (contains headers)”.

Don’t track this feedback survey checkbox:  Checking this option allows the survey to be Non-Tracked. Non-tracked surveys ignore the throttling period (
Survey throttling) and don’t add the contact information in your account.

Ignore the first row (contains header): If the first row of your CSV file contains column header (for example First Name, Last Name, and Email) select this option to omit the headers.

 
 
CSV tips

Your CSV file must have at least three columns. Only first name, last name and email are required to be able to import contacts.

Step 3

Once you have selected your CSV from your local machine and if necessary selected the desired checkbox, hit the Preview data button in the Import CSV window.  

You will then be taken to the CSV mapping window. Simply match the CSV fields to correct Sample Data (Example First Name to First Name, Last Name to Last Name and Email to Email) then hit “Import contacts”

You are all done! Your newly imported contacts will appear in your Contacts screen.

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