Which Product Do You Need Support With?
Adding Individual Customers
- In your text dashboard, click Customers & Groups.
- Select Add Customer in the right hand corner.
- To add a single customer, click Individual.
- Proceed to enter the customer’s information.
- Acknowledge the terms & conditions.
- Client create.
- To upload multiple customers at once, click Upload.
- Upload a file by clicking Choose File or Browse.
- NOTE: Uploads must be in csv, xls, or xlsv format.
- Then, select your file & open it.
- ALTERNATIVELY: You can use our template by clicking Download Template. All you have to do is enter your customer’s information into the template & re-upload it once done.
- Upload a file by clicking Choose File or Browse.
- To add a single customer, click Individual.
Creating Groups
- Select Groups On the Customers & Groups page.
- Click Add a New Group.
- Enter the Group Name.
- OPTIONAL: Add a helpful note in Group Description so that you can easily discern your groups from one another.
Adding Customers To A Group
Once you’ve uploaded your customers, you can then add them to a group(s). This will allow you to segment your audience for more targeted campaigns.
- Select the checkboxes of the customers that you want to add.
- Once selected, click Add To Group.
- Enter the name of the group that you want to add your customers to.
- Click Save.
Managing Groups
To access your groups, select Groups on the Customers & Groups page.
- To edit a group’s information, double click the group that you want to edit.
- Make changes to the Group Name or Group Description.
- Click Update.
- To delete a group(s), select the checkboxes next to the groups that you want to delete.
- Click Delete.
- Confirm that you want to delete the group(s) by clicking Ok.
- To edit a group’s information, double click the group that you want to edit.
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Connect with one of our TapLocalPR Business Growth Specialist to help manage & grow your business using TapLocalPR’s Platform.
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