Importing Customers to Yotpo SMS & Email

      Importing Customers to Yotpo SMS & Email


        Article summary

        Products


        SMS & Email

        Supported plans

        Free, Starter, Pro, Premium, Enterprise

        eCommerce Platform

        Shopify, Shopify Plus

        Quickly add existing customers and subscribers to your Yotpo audience lists.

        In this article, you'll learn how to upload a CSV file containing customer data to create new audience lists segmented by SMS, email, or both.

        How it works

        Yotpo allows you to effortlessly import all of your customers, subscribed or not, in one go by uploading a CSV file with the necessary data. If you are importing SMS subscribers, our support team will review your list to make sure you are fully compliant with all existing regulations.

        Before you start

        For a successful import, you’ll need to export a CSV file from your previous provider or create a new one from scratch. The file must include each customer’s email address or phone number.

        Importing your customers

        To import your customers:

        1. In your Yotpo SMS & Email main menu, go to Audience > Lists & Segments.

        2. Click Create audience.

        3. Select Create from a list and click Create audience.

        4. Select CSV file from the available options and you’ll be taken to the Import page.

        Tip:

        After you click Create audience, your list will be named by default. You can click the edit (pencil) icon next to it to change it.

        Uploading a CSV file

        For maximum flexibility, the columns in the file you upload can be arranged in any order, with your preferred headers, and include any necessary information. Just make sure that the data is formatted according to Yotpo’s guidelines. To avoid issues during the import, your CSV file must be saved in UTF-8 encoding. It allows text to be stored and displayed in different languages by using a flexible system that can represent a wide range of characters and symbols.

        Important:

        The column headers in the CVS file must be placed in the first row of the table.

        File guidelines

        The following table lists supported formats for commonly used data types such as phone numbers and dates:

        Field

        Data type

        Format

        Example

        Email

        Email

        name@provider.com

        johnsmith@example.com

        Phone

        Phone

        Phone numbers must include a country code. We support the following formats:

        E.164

        International E.123

        RFC3966

        +41446681800

        +41 44 668 18 00

        tel:+41-44-668-1800

        Date

        Date

        We support most formats, including:

        YYYY-MM-DD

        YYYY-MM-DD HH:MM:SS

        MM/DD/YYYY

        DD/MM/YYYY

        Month DD, YYYY

        DD Month, YYYY



        1989-11-21

        1989-11-21 07:24:45

        11/21/1989

        21/11/1989

        November 21, 1989

        21 November, 1989

        SMS/Email marketing consent

        Text or Boolean

        N/A

        SUBSCRIBED

        Subscribed

        implicit

        explicit

        Yes

        TRUE

        UNSUBSCRIBED

        Unsubscribed

        Email suppressed

        Text or Boolean

        N/A

        Suppressed

        SUPPRESSED

        Yes

        TRUE

        No

        False

        null

        []

        Country

        Country

        We support the two-letter (alpha-2) ISO 3166 format. For reference, see the ISO website.

        AU (Australia)

        FR (France)

        GB (the United Kingdom)

        US (the United States)

        Custom profile properties

        Number

        Numeric, only whole numbers accepted

        39

        Boolean

        N/A

        YES

        True

        No

        FALSE

        Date

        As mentioned above

        As mentioned above

        Text

        UTF-8 encoding

        cat

        Email

        As mentioned above

        As mentioned above

        Phone

        As mentioned above

        As mentioned above

        List

        “[text, text]”

        “[gardening, hiking]”

        After you have completed formatting your file, you can upload it by following these steps:

        1. On the Import page, upload your CSV file and click Next.

        After the upload is complete, all the data will be displayed in a table:

        • Column Header: The name of the header as it is in your CSV file

        • Example: Examples for each column taken from your CSV file

        • Yotpo Field: The name of the corresponding Yotpo field. The columns from your CSV file will be automatically matched to the existing Yotpo fields.

        Please note:

        If there isn’t a corresponding Yotpo field to match your column header, for example, “Clothing size”, you can create a custom one by selecting Create new property from the drop-down menu.

        • Data Type: The data type of the Yotpo field. You can change the type from the drop-down menu for custom fields only. The options are: “text”, “number”, “date”, “boolean”, “email”, “phone”, “country”, and “list” which allows you to add multiple values to a column.

        Tip:

        We highly recommend using the ISO 3166 format when importing country data to make country segmentation easier. Otherwise, you'll need to map this column as a custom profile property with the "text" data type.

        1. Select the columns you want to import and click Next.

        2. Select whether the customers you want to import are subscribed to SMS, email, or both.

        Please note:

        If you choose SMS, you may need to specify how you collected your subscribers so our support team can make sure you’re compliant. Select a service and tool from the drop-down menus. You can also add a screenshot of the tool (optional).

        1. Mark the checkbox to confirm that you are compliant and click Import customers.

        The list will appear on your Lists & Segments page. If you're importing SMS subscribers, our team will review your list. To check the status of the review, hover over the list and click View customers.

        Partially successful import

        In case we weren’t able to import all customers in your CSV file, you’ll be notified that the import was completed with errors. You can download the error report by hovering over the upload date and time and clicking the Download file button that appears.

        The error report will highlight the rows where errors occurred and describe the error, for example, “Phone number is formatted incorrectly or invalid”.

        Please note:

        The customers who were successfully imported will not appear in the error report.

        Next steps

        After successfully completing the import, you can start sending SMS and email campaigns to newly imported customers who have agreed to receive marketing messages. Just click the 3-dot menu and select Send campaign. To learn more, see Creating an SMS Campaign and Creating an Email Marketing Campaign.


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