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  2. Managing Your Referral Campaign
  3. Managing your referral campaign once it’s gone live

How Do I Upload A List Of My Customers?

You can add users to your campaign by uploading your customer database. This means you will be able to automatically add users to your campaign and assign each one their own referral link.

This article will show you:

Where To Upload Your CSV File

How To Upload Your CSV File

How to Format Your CSV File

Using a CSV file from Google Sheets (Recommended)

Using a CSV file from Microsoft Excel

Where To Upload Your CSV File

You can upload your users in two places:

1. By clicking on the Users tab on the left-hand side of your dashboard.

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2. By clicking Create Email on the Outputs step in your campaign builder.

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You also have the option to design your own email to send to your users their referral link. If you don't want to email your users from Referral Factory, click the "Next" button. You will then skip this email setup and go straight to the upload section.

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How To Upload Your CSV File

You'll need to choose which CSV file you would like to upload. To do that:

  • Click the 'Browse' button.
  • Select which CSV file you want to upload. 

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Once you’ve uploaded your CSV, you need to map out the fields you want to include when you add this user to your campaign. To do this, mark which columns in the file correspond to the fields from the campaign. 

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You can also choose to overwrite any existing users. This means if a user is already in your campaign and they are also in this CSV file, their data will not be updated or overwritten. Selecting this option also means that the users you add to the campaign will NOT be sent an email notification.

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How To Format Your CSV File

CSV is a simple file format used to store tabular data, such as a spreadsheet or database.

To successfully upload your CSV file, the data fields or columns must be separated by a comma,

 

For example, let's say you had a spreadsheet containing the following data fields.

First Name Last Name Email
Jessica Doe jessica@email.com
Kirsty Doe kirsty@email.com

 

The above data should be represented in a CSV-formatted file as follows:

jessica,doe,jessica@email.com

kirsty,doe,kirsty@email.com

Using a CSV file from Google Sheets (Recommended)

To upload a CSV file from Google Sheets, open the spreadsheet file you want to save as a CSV file.

  • Click File - then click Download as
  • Select CSV (current sheet)

Using a CSV file from Microsoft Excel

To upload a CSV file from Microsoft Excel follow these steps:

  • Save the file in Microsoft Excel - choose Save As option.
  • Under Save as type, select CSV (Comma delimited) or CSV (Comma delimited) (*.csv), depending on your version of Microsoft Excel.

 

Open your CSV file in a Text Editor and make sure the fields are separated by a comma. This may mean you have to replace the; with a, 

It is often much faster to upload this CSV into Google sheets then export it because it will automatically format the CSV in the correct way. 

 

Important to note:

Your users will also not be added to your campaign if your fields have not been mapped out.

Referral Factory uses the name and email address of a user as their unique identifiers. This means that without this information, our system will not be able to add the user to your campaign. (However, this will not stop users on your CSV list, that do have this information included from being added/uploaded)

 

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If you're still having an issue with uploading your CSV file, view our additional resources below or get in touch with us directly. 

Read: Having Issues Uploading Your Customer Database?

Watch: Video recording of uploading a CSV file via the user's tab

Watch: Video recording of uploading a CSV file via email in the output step

 

You can also email our friendly customer success team for more help.