Learn to manually add Customers onto your site and grant a product Offer (or multiple Offers) during import.
Add a new customer
As you import your contact onto your site, you can simultaneously grant an Offer if desired.
To add a new customer:
- Open the Contacts tab from your Dashboard.
- Click + Add Contacts.
- Select Add Single Contact (or Import CSV to add multiple customers).
- Enter the information for your contact.
- Select the Extra Actions you wish to apply to your contact (Note: Be sure to select Grant Offers to add them as a customer with access to one or more of your product Offers).
- Confirm the new contact information.
- Then, click Save to keep and apply:
Are you having trouble importing your CSV? Click here to troubleshoot your CSV.
After adding the contact and creating them as a Customer, your new Customer(s) will receive login credentials from the Customer Welcome Email along with the Offer Grant confirmation email sent by your site. Learn to edit the automated emails sent by your site.
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