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  3. How do I add customers and contacts to REVU?
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  3. How do I add customers and contacts to REVU?

How do I add customers and contacts to REVU?

To request feedback and reviews via Email you must add customers to REVU.

  • Add a Single Customer
  • Import Customer List for a Single Location
  • Import Customer List for Multiple Locations
  • Automate Adding Customers Using Zapier
  • REVU API
  • Custom Integration

Add a Single Customer

Add a single customer to REVU from your desktop or mobile device. After logging in to your account, click + Add Customer in Customer Activity. Required fields include:

  • First Name
  • Last Name
  • Email or Mobile Phone

Import Customer List for Single Location

To import multiple customers for a single location, import a customer list. To add new customers, import an updated list as needed. REVU will check for duplicate email addresses on import and only new email addresses will be imported. Required fields include:

  • First Name
  • Last Name
  • Email or Mobile Phone

Import Customer List for Multiple Locations

Import multiple customers to multiple locations in REVU using a single customer list. To do so, the required fields include:

  • Business ID
  • First name
  • Last name
  • Email address OR mobile phone

To add new customers, import an updated list as needed. For frequent imports, we recommend using Zapier to integrate REVU with your business tech (1500+ apps available) to automate adding customers.

Automate Adding Customers Using Zapier

Zapier makes it easy to integrate REVU with available apps (including Google Sheets, MailChimp, FreshBooks, QuickBooks, Salesforce, PipeDrive, Square and 1500+ others) to automate adding customers to REVU. No development team or coding knowledge required!

REVU API

REVU offers an API that can be used by a developer to integrate REVU with your business’s existing customer management solution, point of sale system, or a proprietary system to automate tasks including adding customers to REVU.

Custom Integration

We’re here to help your business succeed. Common custom integrations include Webhooks and JSON. Contact us to discuss your custom integration needs.

Updated on May 19, 2023

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