Contacts represent the customers who receive surveys and provide feedback in Listen360. Administrators can create and update contact records to ensure surveys reach the correct recipients.

Who Can Manage Contacts

Contact management is typically limited to Admin or Owner users.

Standard users and read-only users generally cannot:

• Create contacts
• Edit contact details
• Import contact records

This restriction helps maintain data integrity and prevents accidental changes to survey data.

Add a Contact

1. Navigate to Contacts
2. Click + New Contact
3. Enter the required contact information, such as:
   • Name
   • Email address
   • Phone number (if applicable)
   • Address
4. Review the information for accuracy.
5. Click Save changes and schedule surveys

The contact is now available for survey distribution.

Edit a Contact

1. Navigate to Contacts
2. Search for the contact you want to update
3. Click the contact record
4. Edit the necessary fields
5. Click Save changes

Updating contact details ensures surveys reach the correct recipients and reporting reflects accurate customer information.

When to Update Contact Records

You may need to edit a contact when:

• A customer’s email address changes
• Contact information was entered incorrectly
• A customer moves to a different location or division

Keeping contact records accurate helps maintain reliable survey delivery and reporting.

Additional Questions? Please reach out to Listen360 Support via email at support@listen360.com