Converting Respondents to Contacts

Converting Respondents to Contacts

Turn campaign submissions into permanent contacts for ongoing relationship management.

Individual Conversion

Convert one respondent:

1. Click the respondent row
2. View their details
3. Click Convert to Contact
4. Contact is created

Bulk Conversion

Convert multiple at once:

1. Select respondents with checkboxes
2. Click bulk action menu
3. Choose Convert to Contacts
4. All selected are converted

What Happens on Conversion

• Contact record created
• Form data transferred
• Email linked to contact
• Submission marked as converted
• Response Center updated

Contact List Integration

Add to existing lists:

1. Select respondents
2. Click Add to Contact List
3. Choose target list
4. Contacts added to list

Creating New Lists

If you need a new list:

1. Create list in Contacts first
2. Return to respondents
3. Add to new list

Conversion Status

Track converted respondents:

• Green badge indicates converted
• Filter by conversion status
• Avoid duplicate conversions
• Linked to contact record