Before you create your campaign you will need to upload your customer database. Accepted formats include:
.txt
.xlsx
.csv
It's best therefore to create your database in Excel or Google Sheets and export as one of the accepted formats.
Setting up your database
Be sure to add all the necessary customer information in clearly separated columns and rows.
Add in the relevant column headings such as 'Name', 'Account number' etc. These need to be exactly the same as any tags used in your template, or the conditions and personalisation in your template will not work.
Ensure your number formats are correct as they will pull through to your campaign exactly as they reflect in your database.
Import or create your database
Step 1 - From the Mobiz dashboard, click on Customers from the left-hand panel.
Step 2 - Select the appropriate folder to which your database will be uploaded to, or create a new folder by tapping on Folder Functions, then Add Folder.
Step 3 - Once you have the appropriate folder selected, click on New Customer List in the top right-hand corner of the dashboard.
Step 4 - You will be presented with a list of options, such as New List or New List from File. See the below diagram for a full list of the options.
Step 5 - Select the type of file you will be uploading if prompted and then click on Choose File. Once you have selected the correct file click on Upload File. You will then be prompted to add or change the existing List name and add any additional columns you may need. Once you have added in any additional information and made sure the Validation is correct, click on Save.
Step 6 - If you opted to create a New List, give your list a name under Data list name and then add in the columns you will need. Once you have added in Headings and Validation for each column, click Save.
Step 7 - Be sure to select to change the validation for phone numbers so that these can pull through as your targeted validation when sending your campaign.
Step 8 - Depending on the size of your database, uploading can take some time. Do not close the window or exit the dashboard while this is happening.
Step 9 - Once the database has been successfully uploaded you will be presented with your rows and columns. It is recommended to spot-check that all information, numbers and formatting are correct.
Step 10 - Should you need to make any changes from here, or add additional columns and rows, you can do so from the navigation tab displayed above your database. You can also use the Search, Export and Analyze functions as desired.
Step 11 - You can then view your customer database under the Customers tab in the folder you selected to upload to.
