Using Your Computer and Laptop

  • Easily send review invitations in bulk or individually to customers from your computer or laptop.

Here's how to add your customers in bulk to the dashboard and start sending your review invitations.

Here are the 2 possible ways of adding your customers to the dashboard:

1. In Bulk 

The first way to add your customers in bulk in the dashboard is through the "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. First Download the   Digitalift Customer List CSV Template (a CSV file that contains your customer information such as their first and last name, phone number, and email address.) 

b. 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.

c. Enter a name for your customer list to help you identify it in case you'll be adding more and then click "Create."

d. Next is to upload your customer list
. Once the file is selected, click "Next" to proceed to the next step. 

e. After uploading the file, you will be routed to Step 2: Column matching. 

In 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.

2. Individually 

The second 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 with the platform.