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Adding Students

Students must be added to the project as nodes before any survey can be sent to them. You can add students one at a time using the manual entry form, or add many students at once by uploading a CSV file.

Both methods are described below. Use the import method when setting up a large cohort for the first time. Use the manual method to add individual students after the initial setup.

Navigation

Open your Project → Select your Panel → Click Nodes → Select the Student tab

Before You Begin​

The Student node type must already be configured in your project before you can add any students. If the Student tab is not visible on the Nodes page, contact your project administrator.

Add a Student Manually​

Use this method to add a single student.

  1. On the Nodes page, select the Student tab.
  2. Click Add Student — the Add New Student dialog opens.
  3. Complete the following fields:
    • Title — The student's full name. This field is mandatory.
    • Attributes — Additional fields defined for your school's student node type (e.g., year group, class, student ID). Complete all relevant fields.
    • Respondent Section — Contact details used to send the student their survey invitation:
      • Nick Name — The name displayed on the survey invitation.
      • Email — The student's email address. Used to send the survey link.
      • Phone Number — The student's mobile number, if SMS invitations are enabled.
  4. Click Add Node to save — the student appears in the list under the Student tab.
caution

All fields in the Respondent Section are mandatory. A student cannot receive a survey invitation without a valid email address.

Import Students in Bulk​

Use this method to add multiple students at once from a spreadsheet.

Prepare Your File​

Your import file must be a .csv file. The required columns are determined by your school's student node type configuration — specifically the fields and respondent settings that have been set up. A pre-formatted template is available inside the import dialog.

Steps​

  1. On the Nodes page, select the Student tab.
  2. Click Import Student — the CSV Import dialog opens.
  3. Download the template from the dialog and populate it with your student data. Ensure all mandatory fields are completed for every row.
  4. Upload your completed .csv file by dragging it into the dialog or clicking to select a file.
  5. The system validates the file automatically:
    • If errors or warnings are found, they are listed above the preview. Download the Issues Report to identify and correct the problems, then click Retry to upload the corrected file.
    • If no issues are found, a preview of the students to be imported is displayed. Review the list to confirm the data is correct.
  6. Click Next to proceed to the File Summary & Verification step.
  7. Review the summary and check the confirmation checkbox to approve the import.
  8. Click Import — the students are added to the Student tab.
note

You can search, sort, filter, and download the preview list before confirming the import. Use this to spot any errors before the data is committed.

After Adding Students​

Once students have been added, verify that the list on the Nodes page under the Student tab is complete and accurate. Check that every student has a correct name, a valid email address, and all required attributes filled in.

This step matters because survey invitations are sent to the email address recorded for each student. A missing or incorrect email address means that student will not receive their invitation.

note

Once you have confirmed your student list is complete, notify your SNA Toolbox project administrator. They will add the students as participants in the survey so that invitations are sent when the survey is published.