Feature Enhancement: Customer List Upload

With our platform having so many features, we often revisit specific ones to make sure it’s the best it can be.  We’ve now greatly upgraded our Customer List Upload function to make adding customers to GetFiveStars even easier from a spreadsheet in Excel or a .CSV file.

What’s New?

  • New design of the page elements and steps
  • Upgraded compatibility for .csv, .xls or .xlsx files
  • Created automatic column matching and manual reassignment
  • Streamlined error messaging for missing customer data

Let’s Look At The New Customer Upload Feature

To upload your customer list, visit the Customer Dashboard and select the “Import Customers” button on the upper left.  Once selected you can now select the spreadsheet you wish to upload into the platform or grab a sample spreadsheet to complete.

List uploader

Note:  The platform does require you have columns for first name, last name and email address or mobile.

Click the “Choose File” button to select the spreadsheet to upload, the uploader will show your file being ingested into the platform.

Once all of the columns and rows are uploaded, we will now show you a sample of each column and it’s data in your spreadsheet.  The left side of the screen below called Spreadsheet Columns are the column names and data from the upload. The right side is called GetFiveStars Fields show the available fields in our platform.  While we automatically map them to what we have detected, you have the ability to adjust these.

list upload columns

You can see above that we auto detected first name, last name and email fields in the upload. If a column contained data we couldn’t assign to a field with confidence, it will show the option of “Nothing (skip), meaning that data will not be added to GetFiveStars.  Use “Nothing (skip)” when your spreadsheet has a column that doesn’t need to be added to the platform.

If you need to change any of the auto assignments, just click the drop down on the “Belongs to” box and select it’s proper assignment.

Once your list has been uploaded and assigned, you will click the “Finish Adding Subscribers” button.  The platform will then give you a quick report on your total customers added with the following statuses.

  • Imported Customers – these customers were successfully added via the upload.
  • Duplicated Customers – these customers were not imported already exist in the platform and/or are inside the repeat feedback suppression setting.
  • Invalid Customers – these customers were not imported because data was missing or incorrect.  Likely data issues are missing first name, last name or email/phone or a incorrect email address (example:  aaron@aolcom, the “dot” in .com is missing).

Review these statuses after your upload and make note of any issues.  Hit “Close” and you will be taken back to your Customer Dashboard with your new customers now added.

Add Your Customers With Ease

You can see from above we have made this feature easier, better and with more control to get your customers into the platform.  Let us know if you feel anything else can be added to this new version of our customer list upload feature.

Share on Facebook0Share on Google+0Share on LinkedIn0Tweet about this on Twitter

About the Author

Aaron Weiche
Aaron Weiche is the CMO for GetFiveStars.com, a customer feedback and online review platform. Aaron is a digital marketing veteran of over 15 years growing agencies small and large in executive roles. Building websites since 1998 and a search marketer since 2004, Aaron helped found MnSearch, is a partner at Local University, speaks nationally on reviews, search marketing, web design and mobile.

2 thoughts on “Feature Enhancement: Customer List Upload

  1. Ryan Freeman - November 28, 2017 at 10:25 am

    It figures … the day before this was pushed out I had just completed some onboarding docs for a new employee who will be managing client accounts. She started working through the upload and came to me very confused 🙂

    You guys, always iterating, always improving. 🙂 What’s a guy to do?

    Thanks for not getting static and comfortable! We appreciate it, even if it means creating new training docs from time to time.

    Reply
    • Aaron Weiche - November 28, 2017 at 9:39 pm

      Hey Ryan- Thanks for the comment. Change isn’t easy, right? 🙂 But yes, we are very committed to constant improvement of the platform. Every large or small element can be tuned. We appreciate the time you took to give us some love, our team works hard for a few ounces of that!

      Reply

Leave a Reply