To create a Satellite, go to the Satellites menu in the project's Mission Control and select "+ Add Satellite" or "Import CSV" button in the top menu. From there, satellites can be added individually, imported from a CSV or selected from Contacts or Participant Lists.
Click the Edit button or the Delete button alongside a satellite to make changes to, or delete, individual satellites. To delete multiple satellites, select the check boxes next to the satellites to be deleted, then click the "Selected" button at the top of the screen and click Delete. A Confirm Delete warning message will appear with a list of the satellites to be deleted and the options of confirm Delete of Leave.
Quick Satellite Add
The Quick Add feature can be used to quickly add a Satellite directly into a project. Enter the satellite name, email address (if applicable) or other details then click Save and the satellite will be added to the project participants. Only the name is required, the other fields are optional.
If you wish to ask the users who click the Satellite link for their details, you may wish to enable a Required or Optional registration. This will display a screen before the survey, asking them for the relevant details.
If registration is set to Required or Optional, an email will be sent to the user, confirming their registration for the survey, along with a link that will allow them to return to the survey if they do not complete it in one sitting. You may turn off this automatic mail, for example if your survey is short and does not take a long time to fill out, or you want to minimise the number of mails sent to the user.
Add from Contacts
Click the Contacts tab and select contacts or satellite contacts to add to the project. This allows you to quickly convert your Contact entries into Satellites.
Add from a Participant List
Click the Participants Lists tab and select the Participant List to add all members of the Participant List to the project.
Import Satellites from a CSV file
Multiple satellites can also be imported directly into projects. When satellites are imported directly into projects they are not added to Contacts in the Dashboard. Select the "Import CSV" button in the top menu. The process for importing satellites is essentially the same as Importing Contacts.
The required data for importing project satellites is a Name. An Email Address is optional. So, for example, create columns in the CSV for Name and Email Address. Other optional data fields include Tags.
When importing satellites into Projects duplicate records are allowed and will be created in the project.
A message will appear to confirm successful import and to advise the results of the import.