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With Bulk (CSV) you can invite many customers at once, e.g. an export from your till system, webshop or Excel.
What the file looks like
- The file can be CSV or Excel (.xlsx).
- The first row is headings, e.g. Name, Email and Order no.
- One customer per row. Email must be included. Name and order number are optional.
- CSV can be separated by semicolons or commas. Excel in some languages, such as Danish, saves with semicolons, and that works.
- Choose Use sample file to download an empty template with the right headings.
Step 1: Upload
- Open Invitations in the dashboard and choose the Bulk (CSV) tab.
- Drag the file into the field, or click and choose the file.
Step 2: Columns
We guess what the columns contain from the headings. Check the guess for each column, and choose Name, Email, Order no. or Skip. One column must be Email. Then choose Check the list.
If the name column contains both first name and surname, we only use the first name in the email.
Steps 3 and 4: Check, schedule and send
We show how many emails are valid, how many are duplicates or invalid, and how many have been invited in the past 12 months. Then choose when they should be sent. Read more in Check and schedule a customer list.
If it doesn't work
- "The file couldn't be read. Use CSV or Excel (.xlsx).": Save the file again as CSV (UTF-8) or .xlsx. Old .xls files don't work. The file must have at least one row besides the heading.
- "Choose which column contains the email.": Set one of the columns to Email.
- Special characters such as æ, ø, å or é look wrong: Save the CSV file with the UTF-8 character set.
- The list is very long: Up to 1,000 customers can be sent at a time. Split larger lists into several files.