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How to create a CSV file for manual invitations

Inviting via CSV upload? You can still add lots of information to your responses to segment and analyze survey results easily.

When sending survey invitations manually, you can include custom fields in your CSV file.

These fields let you filter and analyze responses by criteria such as location, department, recruiter, etc.

What are custom fields?

Properties, also called custom fields, are additional data points attached to each contact and response. They help you organize, segment, and analyze feedback more effectively in Starred.

Common examples include:

  • Location

  • Department

  • Country

  • RecruiterName
  • JobName

 βœ… Once added, these fields become available as filters in your dashboards, allowing you to compare results by team, region, role, or other criteria.

⚠️  Custom fields can only be added when inviting via CSV. They cannot be added when entering contacts manually.

How to create an invitation file with custom fields

Step 1. Set up your spreadsheet:

  • Open Google Sheets, Excel, or a similar tool
  • Add FirstName, LastName and EmailAddress as the first three columns. See example:

 

It does not matter how you spell first name, last name and email address as long as you reserve the first 3 columns for those fields.

  • Add any custom fields from column D onwards. Each column header becomes a custom field in Starred. See example:

πŸŽ₯ Prefer watching instead? Scroll down for a short video on how to set up your spreadsheet! 

Step 2. Save your file as CSV

  • Export the file as a .CSV (comma-separated values) format so it can be processed correctly.

     

Step 3. Upload your file in Starred

  • Find your survey in your Survey Overview β†’ 

  • From the dropdown menu, select Invite respondents

  • Select Upload CSV file

  • Upload your saved file

Starred will automatically map your columns. Once responses come in, you can filter results using your custom fields.

Tips and best practices

βœ… Always include first name, last name, and email address as first 3 columns. These columns are required, even if some values are empty.

It does not matter how you spell first name, last name and email address as long as you reserve the first 3 columns for those fields.
βœ… Be consistent with naming Custom field names and values are case-sensitive. Use the same format everywhere (e.g., RecruiterName, not recruitername or Recruiter Name).
βœ… Avoid spaces in custom field names Use camel case or underscores:
JobName, Hiring_Manager

βœ… Keep naming consistent across surveys

Using the same custom field names ensures unified dashboard filters.

βœ… When adding custom fields to your CSV file, you can personalize invitation emails by inserting those fields into the message.

Use the custom field name preceded by @ (e.g., @JobName, @Location, @RecruiterName).

βœ… Keep your file size below 500 contacts for faster processing

Maximum file size: 20 MB

βœ… Starred supports all UTF-8 characters

If you see unusual symbols, make sure you’re opening the file with UTF-8 encoding.

How to create an invitation file with custom fields (video)