Import customer data & invite customers
Make it easy for yourself: import customer data from other tools into the dashboard, keep track of everything, and invite your customers with just a few clicks.
What can this function do?
This feature allows you to easily invite customers to join your loyalty club—either directly via email or by uploading existing lists.
Key features:
Import customers: Upload your customer list as a file (e.g., Excel or CSV). Only the email address is required; other details such as name or phone number are optional.
Automatic column recognition: The system automatically recognizes common column names in the table, such as “Email” – you can simply assign the rest manually.
Import summary: At the end, you can see exactly how many new contacts have been added and which ones have been updated or excluded.
Segment tagging: All imported contacts are automatically placed in a separate group or segment (e.g., “Import from 08/21”), which you can filter at any time.
Instant invitation: After the import, you can immediately send an invitation by email—with a simple access link or a one-time password.
Administration and use
You can find this feature in the menu under Customers → Import contacts. The process is simple and guides you step by step through the import.
Here's how it works:
Upload file: Upload your list, e.g., as an Excel or CSV file.
Assign columns: The system recognizes many details automatically—you can correct or adjust them if necessary.
Check import: See how many new contacts have been added, which ones already existed, and which segment they have been assigned to.
Finish & invite: After the import, you will receive an overview. You can send invitation emails immediately afterwards.
Practical application
Make it easy and efficient for your customers to get started—while retaining full control over data and communication.
Typical applications:
Invite existing contacts: Use existing data from newsletters or CRM and make it ready for the app with just a few clicks.
Start rapid growth: Import contacts and send invitations immediately – even without a password login, perfect for spontaneous campaigns.
Targeted approach: Segment labeling allows you to target imported customers later, e.g., with suitable offers.
Efficient management: No more manual entry – importing saves time and replaces time-consuming processes.
The import function offers companies several advantages: existing data sets can be quickly integrated, customers can be easily invited to join the loyalty club, and the entire process runs smoothly and is guided via the dashboard. In addition, imported contacts can be automatically assigned to appropriate segments for even more targeted communication.
The import function makes it particularly easy for customers to get started: they can simply log in via an invitation link without a password, or alternatively use a one-time password sent by email, giving them direct access to the loyalty club—without any complicated registration process.
Duplicate or incomplete records are automatically checked: contacts without an email address are skipped, while existing customers with identical email addresses are simply updated—for example, if a new phone number has been added.
Yes, all imported contacts are automatically labeled with a segment containing the respective import date. You can also assign them to additional segments, such as “Newsletter recipients,” to target your communications even more effectively.