How to Bulk Invite Customers to my Loyalty Program
Loyal Shops offers a way to bulk invite customers into the Digital Loyalty Card System.
Here is a Video walking through how to go from a list in Google Sheets you want to import to importing into LoyalShops Loyalty Rewards Service. This Video shows just a 2 column import of name and email, but a 3 column import of "firstname", "lastname" & "email" is also supported.
Two Key Steps For Inviting Many Customers:
You can batch import your customers into LoyalShops. Also, if you already have customers imported, you can update/import more at any time. Don't worry if there are customers already invited to your lists, we won't invite the same person twice. Also, if you have updated Name or Phone numbers in your import, we will update your current LoyalShops records with those.
1) Create a customer list in Google Sheets.
1a) Create a new list from your own source. note: If you are cutting out a table from a website of your contact information, try using Chrome as your browser, it does a better job than other browsers of pasting the data into spreadsheets properly.
or
1b) Export Customer Contact Information from your point of sale system.
1c) When Batch Importing, sometimes you have a list with the full name in one column and the email in another, yet sometimes you may have a First Name Column, Last Name Column and Email. We now support both styles, but you need to label the columns correctly so our service can recognize them properly.
So your list should look like one of these two options depending on if your customer's full name is in one column or two
1d) Name that sheet something descriptive like "Customer Import 8-5-17"
1e) Exit your Google Sheet, it is automatically saved.
In addition, we import phone numbers as well. Label the phone column "phone" and we will import / update customer records we find with their phone numbers. One example sheet ready to import could look like this:
2) Invitation Review
Review your email invitation in LoyalShops.com to make sure it is what you want to send to all your customers. You can find this email in the Loyalty Card Menu, then choose Invitation Email.
3) Import your Customer List from Google Sheets into LoyalShops
3a) From the Customer Dashboard or from Share Loyalty Card, click on the orange Import Google Sheets Customer List.
3b) You should now see a Customer Import window like the following:
If you can see the Import window, please proceed to step 3d)
3c) If you don't see a window emerge and the screen is blank, there may be one of two issues:
- You have a pop-up blocker stopping the window from popping up For Chrome, there is a red icon on the far right of the URL bar to click on and say allow Pop-Ups always from Loyalshops.com. If not Chrome, look for help on turning off a pop-up blocker in your browser for our loyalshops.com site.
3d) If your using Chrome, sometimes you are logged into the wrong email account with your browser, either log out of your browser or log into the right email.
3d) Once you see the Import window, the top selector bar lets you choose one of your Google Sheets. We automatically select your latest spreadsheet, so it may already be selected.
3e) Then choose Begin Importing. We will then show you a sample of up to 5 names and email addresses. VERY IMPORTANT: This sample needs to look like names and email addresses. If it doesn't, please do not proceed as you could import the wrong information. If it doesn't look right, then use the Show me the "How To" guide and try and adjust your spreadsheet to have the proper header names or look for another issue.
If the sample data looks good, then choose "Yes continue import".
When finished, it will tell you how many customers have been imported. If it skipped some customers, it's because they were already in your customer database as we won't invite anyone twice.
Congratulations, you have completed your Customer Batch Import!
All of these imported customers will have been sent an email invitation to your Loyalty Program and they will have had Punch Cards created in their names. They will be listed as Invited in your customer database. Once a customer opens their email and clicks on their Loyalty Card, it will ask them for their Name, birthdate and give them s short Loyalty Card Tutorial. At this time, their Customer Dashboard Status will switch from Invited to 0/10.