Uploading Customer Details

These instructions explain how to upload your customer’s details into the AddMe Reviews platform in bulk and individually. Once you have uploaded customer details you can also send review requests individually, send multiple review requests in batches, automate review requests using our BCC Email Automation, and include a request review link in your own emails.

Finding The Menu

1. If your business only has 1 location on AddMe, go to step 3. If your business has multiple locations, start from step 2

2. In the left-hand navigation menu click ‘Locations’ and then click ‘Manage Location’ for the selected location

Managing Locations On AddMe Reviews

3. In the left-hand navigation menu click ‘Customers

Customers Settings Button

 

Add Customers In Bulk

1. Click on the yellow ‘Upload Batch’ button at the top of the page

Customer Details Page

2. Click ‘Choose File’, select the CSV file containing your customer data, and click ‘Open

3. Click the yellow button labelled ‘Upload

CSV Batch Export AddMe

4. Check through the Batch Import Customers validation page to confirm your customers have been added

– Duplicate entries won’t be uploaded

– If a match is found against the existing data, the new data may override the existing phone number or email address

– Any data that cannot be added to the platform will be listed and marked on the page

5. Click ‘Proceed

 

Add Customers Individually

1. Click the green button ‘Add Customer

Add Customers On AddMe

2. Fill in the details in the ‘Add Customer’ form

Uploading Customer Details On AddMe

3. Click ‘Submit’ to add the customer details to AddMe

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