⬇️Importing Customers
In order for MGR to request reviews from your customers, we need to import some data:
Customer Data
Name - The customer's name
Email Address - The customer's email address
Signup Date - The date the customer signed up to your service
We need this data to send emails, but why the signup date? In your request strategy, you can set how many days to wait to send an email after the customer signs up. Pretty neat, right? It gets more strategic...
Charge History (Optional)
Charge Date - When the customer was charged
Charge Amount - How much the customer was charged
Subscription Info - Whether or not the customer has a subscription
We automatically save charge history if you connect a Stripe account, but you can also send it in via Zapier or our REST API. Why do we need charge history? You can tailor your request strategy to only request reviews from customers who have made at least 3 charges, for example. Or spent at least $100, or have an average charge of $20, or have an active subscription. This helps you better target customers who are likely to leave positive reviews.
Import Options
Stripe
Automatically import your Stripe customers with charge history. Perfect for requesting reviews from paying customers.
HubSpot
Automatically import your HubSpot contacts. You can choose which contacts to import by their lifecycle stage, or sync them all.
Zapier
Send customer data into MGR from thousands of 3rd party apps and CRMs. It's as easy as setting up a Zap!
REST API
Send customer data from your server with our simple REST API. We offer 2 endpoints for importing customers and charges.
CSV Upload
You can upload a CSV file to import thousands of customer records at once. It is a convenient way to get started quickly.
Manual Entry
You can manually enter customer data directly in our app. While it won't be automated, it is a simple way to get started.
Suggest an Integration
Have an idea for an integration? Let us know and we can build it for you!
Last updated