Add customers by CSV

This option allows you to upload a CSV file with your customer information, which is useful if you have a larger quantity of review invitations to send.

Under Engagement in the left-hand menu of your dashboard, click Customer Lists. Create a new customer list by clicking the + New Customer List button and set a name for this list. The best name to use depends on your specific use case. Once you've set a name, click Create to confirm and move to the next step.

You'll now be asked to select and upload your CSV file and click Next. Your file will be uploaded and parsed, and you will see how many customers have been identified. You will now be asked to match the columns in your CSV to the fields on our side - customer ID, First Name, Last Name, Email, and Phone.

Make sure to upload your CSV in UTF-8 format for maximum compatibility.

The "Your Data" column will show the columns available in your CSV file, so make sure to match them to the relevant fields on the left to ensure a successful upload. Once you're happy, click Next and then Import to upload your customer list. These customers will now be available on your customer list.

To send a review invitation to the customers on the list, click the Generate Reviews button on the upper part of the dashboard, then select Customer List. You will see a drop-down where you can search for the customer list that you have just added. Select your preferred list, then choose the campaign that you would like to use for your invites, then hit the Send Invitation button.

Related Articles:

• Add customers from your dashboard
• Introduction to getting new reviews
• Set up email
• Set up a campaign