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

  1. Click the "Bulk Upload" button
  2. Choose a CSV or XSLX file to upload
  3. Organize Columns: Move the options from the "Columns from file" column to the "Expected for upload" column.
  4. 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.

Was this article helpful?

0 out of 0 liked this article

Still need help? Message Us