With Welcome Back, you can import your external databases and centralize all your customer information in one platform.
How to access the import feature
Go to the Email Marketing module
Open the Contacts section
Click the Import CSV button
Drag your file or click to select it
File requirements
Your file must be in CSV format. The email address is the required column, as it uniquely identifies each customer.
You can include other optional columns such as:
First name
Last name
Phone
Date of birth
Column mapping
Once you select the file, you'll see a window where you must indicate which column in your file corresponds to each field (email, name, last name, etc.).
The system shows you the column names from your file and asks one by one which is which. This automatically adapts to the names you used in your file.
How contacts are updated
When importing, the system verifies each email:
New email: the contact is created
Existing email with different information: the contact is updated
Existing email with the same information: it is skipped
Once you confirm, click Import contacts and you're done.
What to do after importing
Imported customers don't automatically have a loyalty card, but you can perform other actions.
We recommend segmenting this newly imported customer base and sending them an email. For example:
A link to join the loyalty program
A welcome offer
Information about your business
Use segmentation to direct specific communications to these new contacts.
Have more questions? Send us a message in this chat and we'll help you out.