You can easily upload a list of customer email addresses to Edelweiss360. This is generally most relevant for stores that either do not track customer information and purchases in their POS system, or for those that do not use a POS system that is compatible with 360.
To manually upload a list of customer email addresses, you’ll first need an xlsx or CSV file. Once you’ve exported your contact list from wherever you store it, just open up Edelweiss360 and click here:
In the resulting screen, you can either drag and drop a file or search your computer for it. Notice the option to manually add a single customer as well.
As the text in the image states, 360 will not overwrite existing customer entries or duplicate existing email addresses, but will simply add new customers to the list*. Once you find your file and select it to upload, 360 will allow you to name (or skip) each column so you don’t have to worry about matching a template. Easy!
*Note that you can also use the manual upload as a way of mass tagging already existing customers. For example, if you have a list of customers who attended a particular event and you want to tag them without combing through your customer list in 360, you can simply import those customers and add a tag to all of them at once. This will not overwrite any existing information for the customer or create a separate entry for them, but will just add on the desired tag.
If your file has columns that are not relevant to 360, you can select the Skip option for that column and it will be ignored during the final upload. The only field you must map is Email.
Note that the very top row of your spreadsheet cannot contain blank fields!
If you’d like, you can also either Tag the customers in your file upload or add them all to a specific category or department list. See details here about using Tags. Adding these elements will allow you to share more targeted emails. You can add these elements later on as well.
Once you’re ready, just click the Upload button. Your list will be uploaded into Edelweiss360 and you’ll be able to email your customers right away!