Want to manually invite customers to review your company on Complete Reviews? Follow this guide to create a customer data file in the right format.
Which files can I use?
You can either use a .txt or .csv file to upload your customer information. You can create these files in most versions of Excel or a simple text editor like Notepad.
To ensure that special characters (or non-Western European characters) display correctly in your invitations, please save your file using UTF-8 encoding.
Google Sheets is a free spreadsheet application from Google that you can use to convert your files to a format that is compatible with Complete Reviews.
Some versions of Microsoft Excel support saving your spreadsheet as a .csv file in UTF-8 format. Complete Reviews requires this format and encoding. Because not all versions of Excel have this feature, we highly recommend that you use Google Sheets as described above.
To create a file in Microsoft Excel:
Create a spreadsheet that contains the customer email, customer name and reference number of your customers, in that order.
Note: If you were not able to organize your CSV file in the specified order, there’s a quick fix. Add a column header to tell our system what data you’ve placed in what column. You’ll need to write these exact header names in English: customer email, customer name, reference number.
Your spreadsheet should look like this:
Once the spreadsheet is ready, save it as a Comma Separated File.
Go to the Save as menu and, in the Save as type drop-down, select CSV UTF-8 (Comma delimited).
If you have international characters in your invitations, find the small Tools button and select Web Options. In this dialogue, find the Encoding tab and select Unicode (UTF -8). This ensures that your characters display properly.
Click OK and then Save. You should now have a perfectly formatted file to upload into the Invite Customers module.
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