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Import and invite members

Bring your existing customers into the programme with a CSV file and give new ones a way to sign up. It takes about 15 minutes.

Before you start
  • Permission: Importing Member (and Members to see the screen) · All editions. Watch the maximum number of members in your edition.
  • You have a programme created.
  • You have your customers' consent to process their data.

1. Prepare the file​

Go to Members & Programmes › Members and click Import CSV. In the Import Members from CSV dialog, click Download CSV template to get the template.

ColumnRequiredNotes
PhoneYes6 to 20 characters. Must be unique in your account
FirstName, LastName, EmailNoAn invalid email is left empty with a warning
MemberCodeNoMust be unique
BirthDateNoAn invalid date is ignored with a warning
MarketingOptInNotrue, yes or 1 mark marketing consent

The maximum is 5 MB and 50,000 rows.

2. Upload the file and review​

  1. Choose the Loyalty Programme and the CSV File.
  2. Click Preview. You see the Valid, Warnings and Errors counts and the first 100 rows.
  3. If there are errors, fix the file or tick Skip N invalid row(s) and import the rest.

Import dialog with the preview of valid rows, warnings and errors

3. Confirm the import​

Click Confirm Import. When it finishes you see Inserted, Skipped and Row Errors.

warning

Each preview can only be confirmed once. If you leave the dialog or the session expires, upload the file again.

4. Let new people sign up​

For customers who aren't in the file:

  • Share the programme's public landing page. Under Programmes › Edit, the View Landing link opens /landing.
  • Put a QR code in your shop. For a campaign, create the short link and QR code.
  • Members sign in with a one-time code, an email link or a passkey. See Ways to sign in.

5. Award welcome points​

Create a PerAction earning rule with the Registration action, as in Set up a points programme.

Check that it works​

  • Under Members, the imported members appear with their Programme and Active status.
  • A test member signs in to the portal with their phone.
  • You can export the list with Export CSV and compare the count.

Next steps​