Question 1

Ways to Add Customers

Accepted Answer

Add a Single Customer
Import Multiple Customers from List
Delete a Customer

Log in to Customer Feedback Centre

Add a Single Customer

Add a single customer to Customer Feedback Centre. After logging in to your account, click + Add Customer in Customer Activity. Required fields include:

First Name
Last Name
Email or Mobile Phone

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Fields marked with * are required fields

It's our suggestion DO NOT TICK 'send feedback request immediately' unless you know a customer is unhappy, it's best to add customers to the queueing system. If you have an unhappy customer, it is a good rule to send their request out immediately.

Please note:

If you only collate mobile numbers then please leave email address field empty

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PRO TIP:

Do you address your customers as Mr & Mrs Surname?

If you address your Customers as, for example Mr & Mrs Surname, please remember this is NOT how to add them into the Customer Feedback Centre:

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This is the correct way of adding Mr & Mrs Surname, please remember the full stop (.) in the Last Name field:

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If you are unsure, here is a short video explaining:

Import Multiple Customers from List for Single Location

To import multiple customers for a single location, import a customer list. To add new customers, import an updated list as needed. Customer Feedback Centre will check for duplicate email addresses on import and only new email addresses will be imported. Required fields include:

First Name
Last Name
Email or Mobile Phone

File format required csv, .xls or .xlsx files)

Click Add Customer

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Click Import Customer

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Map your spreadsheet headings with the Mapped Fields

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Delete a Customer

Log in to your Customer Feedback Centre account.

If you have multiple locations, choose the location you would like to delete a customer for from the Business Dashboard.

Question 2

Import Customer List for Multiple Locations

Accepted Answer

To import customers to multiple locations follow these steps:

Log in to your Customer Feedback Centre account.

From the Business Dashboard go to Requests > Import Customers.

In the modal select Upload for multiple locations and click Continue.

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In Import Customers: Multiple Locations click Choose File to select your file and click Open. File must be .xls, .xlsx, or .csv file format, 3MB or less, and required fields include:

Business ID
First name
Last name
Email address OR mobile phone (if including Mobile Number, we recommend including the country code ie, +44....)

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When opened, the system will work to map columns found in your file to available fields in Customer Feedback Centre including:

Nothing (skip)
First Name
Last Name
Email
Mobile
Job ID
Custom ID
Preference
Tags
BusinessId
ExtraField

Review the Belongs to: for each column found and adjust as needed. When completed, click Finish Adding Subscribers or cancel the import.

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Once your list has been uploaded and assigned, click Finish Adding Subscribers. Review the Importing Customers - Result and make note of any issues -

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Imported Customers - Customers successfully added via the upload.

Duplicate Customers - Customers not imported because they already exist in the platform and/or have not met the Repeat Customer Feedback threshold.

Invalid Customers - Customers not imported because data was missing or incorrect. Likely data issues include:

PRO TIP:

Click Close to be taken back to Customer Activity. New customers are now added.

Ways to Add Customers

Import Customer List for Multiple Locations

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