Importing new customer segmentations with .xlsx format
Adelia
Last Update vor 2 Jahren
Step 1.
-Open "Customers"
-Click "Add New Customers"
Step 2.
-Select "Bulk Import from File"
Step 3.
- Download the template by clicking the highlighted link
Step 4.
- Fill in the customer's details
- Note: *You can add a customer, in more than one segment, like the example below:
Step 5.
- Save the template & Click "Upload File"
Step 6.
- Upload success is indicated when the file name appears.
- Click "Add Customer" as soon as your file name appears.
Step 7.
- Finally, press "F5" / Refresh the dashboard
- And 2 new segments will appear
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