Add From File (For Desktop Only)
The Broadly Desktop App offers an Add From File tool that allows you to send Thank You messages to multiple customers at one time.
When using this tool, remember that the file must be formatted as: .csv, .txt, .xls, .xlsx, or .tsv. We cannot process files in .pdf format. You can download a sample template here.
To use Add From File:
- On the left hand menu bar, go to Add > Add From File on the Desktop App (this feature is not available on mobile devices).
- Import your list of customers by choosing to either "drag and drop" or "select a file." You can also copy the relevant customer data and use the "Paste From Clipboard" link.
- Associate your file's columns with Broadly's required fields. You must match at least one name field and at least one contact information (phone or email) field in order to successfully import your file.
- Confirm that the information in the summary box at the bottom of the screen is correct (it will display the number of customers that will be imported). If it is not correct, you can select the gray Cancel button at any time to refresh and start over.
- Select the blue Import Customers button to import these customers to Broadly.
- That's it! A pop-up message will confirm that the import was a success and Broadly will send a Thank You message to your customers shortly, asking them for a review!