The Broadly Desktop App offers an "Add From File" tool that allows you to add multiple contacts into the Broadly app and send them review requests all at once.
When using this tool, remember that the file must be formatted as: .csv, .txt, .xls, .xlsx, or .tsv. We cannot process files in a .pdf format.
Download and follow this sample .csv template to ensure that your customer contact information is formatted to be successfully imported into Broadly.
To Add From File
On the left-hand menu bar, go to "Inbox" select "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 "Chose 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 either phone or email 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). You can decide whether to "Send review requests" to this list of customers or simply add them to your Contact list in the Broadly app. Select the blue "Import Customer" button to import these customers to Broadly.
That's it! A pop-up message will confirm that the import was a success.
Upload Limits for the Add From File option
When uploading a list to send review requests:
- There is a limit of 500 contacts *
When uploading a list to build or add to your contact list (no review requests are being sent):
- There is a limit of 5,000 contacts**
- * The app will only send 150 review requests per day until the file is complete.
- **The app will not accept an Add From File upload that contains over 5,000 contacts. Instead, you must upload a separate file.
If you have any difficulties importing a list of customer contact information into Broadly, please don't hesitate to call us at (800) 727-0445 or email us at support@broadly.com.