Add customers to the dashboard

You’ve already added your review sources, set up a template, and created a campaign. What’s next is to add your customers to the dashboard and start sending your review invitations.

Here are the 3 possible ways of adding your customers to the dashboard:

1. Opt-in landing page

Each of the business or location that you’ve added to the dashboard has a dedicated Opt-in landing page, where you or your colleagues can upload your customer’s details. You can either upload your customer’s information as a single entry or via CSV. Adding your customers via the Opt-in page is the fastest way of sending your review invitation. Once your campaign is set, you can start assigning it to your Opt-in page so all customers that you add to this landing page will be automatically added to a campaign.

To set up your Opt-in page, click Landing Page from your dashboard’s menu and select Opt-in Page. This will direct you to your Opt-in admin page where you can set the campaign and activate the CSV upload option. You will also see your Opt-in page link here that you can share with your team to start uploading your customers.

Single entry upload

Adding your customers via single entry upload is ideal when working with a handful of customers. You can either ask a representative, a colleague, or for some instances, the customer when visiting a kiosk, to enter the details such as the customer’s name, email address, and phone number to opt-in receiving review invitations from you.

Bulk upload via CSV

You can also use a CSV file when uploading your customers via the Opt-in page. This type of upload works best for those who want to send invites to a bulk customer list. Make sure that you have this enabled first from your Opt-in admin page so anyone from your team can upload the list without your manual intervention.

Pro-tip: Use the following headers when uploading your customers via CSV.

email_address, phone_number, first_name, last_name, shortname, phone_country

2. Customer List

Another way to add your customers to the dashboard is through “Customer List.” Unlike the Opt-in landing page, only those who can access the dashboard can upload a list using this option. Just like the Opt-in landing page, a CSV file is needed when uploading your customers via Customer List. This option is ideal for those who are dealing with a large customer list.

Here are the steps in creating your customer list:

a. You can visit Customers from your dashboard’s menu, select Customer List, and click the green + New Customer List button to start creating your list.

b. Enter a name for your customer list to help you identify it in case you’ll be adding more and then click ” Create“.

c. Next is to upload a CSV file that contains your customer information such as their first and last name, phone number, and email address. Once the file is selected, click ” Next” to proceed to the next step.

d. After uploading the file, you will be routed to Step 2: Column matching. On this step, you will be given an overview of the number of customers that the system was able to identify and upload. Next, is to match the details, such as the first name, last name, phone number, email address and order ID if there’s any, to make sure that the system uploads the correct information.

e. Click ” Next” once the fields are matched and confirm the import to start the import process. The import process may take minutes to hours depending on the number of customers on your file.

3. Send Invites (via the dashboard)

The third possible way of adding your customers is via Send Invites through the dashboard. Similar to Customer List, only those customers who have access to the dashboard can add their customers via Send Invites. Adding the customers using this option will give you 2 options, you can either add them individually or in bulk.

Adding the customers individually or one-by-one

To add your customers individually, simply click ” Send Invites” located on your admin dashboard. Next, enter the customer’s name and email address or name and phone number depending on the invitation channel that you would like to use. Once the details are provided, select the campaign that you would like to use to add the customer to a campaign. You can also view the schedule and the preview of the messages using the “Preview Invitation” button.

Adding customers in bulk (via CSV)

Earlier in this article, you’ve learned how to add your customers through Customer List. For instances where you need to upload bulk customer information, adding the customers via Customer List will come in handy even when using the Send Invite option. Aside from the individual entry, you will also see a field where you can select the customer list that you have previously selected. This option will help you in sending your invitations to a bulk customer list.

Congratulations! You are all set in managing your reviews. What we need to do next is to wait for the reviews to come in. In the meantime, you can check the related articles for more familiarization of the platform.