Bulk Upload Customers
How to bulk upload a list of customers to send review request campaigns.
Colin Hardy
Last Update 2 years ago
How to Bulk Upload a List of Customers
- Click the "Bulk Upload" button
- Choose a CSV or XSLX file to upload
- Organize Columns: Move the options from the "Columns from file" column to the "Expected for upload" column.
- Click "Continue to Upload"
Your customers will receive a review request campaign. You will get alerted via email when new reviews come in.
Important:
The CSV or XLSX file you select will need to include the following information in order to be uploaded correctly:
- Email and/or Phone
- First name
- Last name
You can click here to download a CSV template.
If your headers do not match our guidelines, you will be prompted to match them after uploading the file.