Add customers from the opt-in landing page

Add customers from the opt-in landing page

The Opt-in landing page allows your customers (or employees on their behalf) to opt-in to receive review invitations from you, for example, from a kiosk in your store. You can set up this landing page by visiting Generate Reviews from your menu and then Opt-In Page.


To set up your opt-in page, you must have a campaign - your customer will get added to the Campaign once they are opted in. This allows you to set a delay on the review invitation, reminders, and more options.


Authentication

You can enable authentication on the opt-in page, which requires visitors to input a username and password before inputting customer information. This is useful if you have employees inputting information and don't want the public to be able to do so.

These credentials typically only need to be input once, as they get saved for future visits by most modern browsers.


CSV upload

Enable the CSV upload option to upload a CSV file of customers directly from the opt-in page when you need to opt-in more than one customer at a time.

For the sake of simplicity, we require the file to use a standard format as follows:


Use these headers when uploading your customers via CSV: email_address, phone_number, first_name, last_name, shortname, phone_country


Editing the page

You can edit your landing page (setting text, uploading a logo, etc.) by visiting the landing page directly - you will see a blue pencil icon in the top left corner.


When the pen icon is clicked, it activates an editor on the page, which allows you to make changes directly on the page. If you're happy with the changes, click the green tick mark to make those changes live.
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