Note: We use "Program" and "Member" as label-agnostic terms to refer to any marketing you are using Buzzbassador to facilitate, whether you refer to it as an affiliate program, influencer marketing, ambassador program, referral program, creator partnerships, brand reps, partner program, etc.
As discussed in this article about importing existing members, there are two methods to do it. The second method includes pasting members' information directly into the Buzzbassador system. The following article details the step-by-step instructions of going through this process!
Keep in mind that as soon as your list is imported, an email is sent to your imports (as long as you have the "You've been imported" email turned on). You want to make sure that email is edited to your liking BEFORE you do your import. Read more about that here.
Importing Members by Copying and Pasting Values
1. In your Buzzbassador account, navigate to the 'Members' page and click 'Import'
2. Complete the pre-import pop-up
Before starting the import process, you'll have to choose the particular program tier -- if applicable -- that you want to import this set of members into. Your default program will be listed first, but you can click the drop down to choose any other of your tiers. Keep in mind, any of the members you import can be assigned to a different tier later.
Once you have selected from the options, click 'Continue'.
3. Add your data to the bottom section
At the bottom section of the import pop-up, you will see a sheet-like area with titled columns like 'First Name', 'Last Name', 'Email', etc. This is where you will paste your member data. Make sure you paste the data into the correct columns. The only ambassador data Buzzbassador can accept are the data points shown in these columns; any other data points you may have about your ambassadors that are not shown in the columns, you will have to leave out of the import.
There are four required columns - First Name, Last Name, Email, and Referral Code are all required. Buzzbassador must have at least those four data points about the members you are importing in order to track them correctly.
Remember that if the members you are importing have pre-existing Shopify discount codes, you need to paste them into the 'Referral Code' column.
If the members you are importing have never been assigned a Shopify discount code, Buzzbassador will need to create one for them. So, you will need to type what you want each ambassador's code to be in the 'Referral Code' column for their respective row. The app will then create that code for them.
Once all of your data is pasted into the correct rows/columns, click 'Continue'.
4. Submit your import
Simply click the 'Yes' button to confirm your import submission.
5. Wait for your success email
Once your import has been submitted, all there is left to do is wait! You will receive an email from Buzzbassador when your import is complete. It usually only takes a few minutes. In the meantime, you can go back to work!
And there you go-- you're done with importing your members!
There are several other common questions or troubleshooting issues that may come up in this process, so make sure to check out the other articles about importing members.
If you need any further help, please don't hesitate to send us a chat at the bottom right corner of your app screen, or email us at [email protected].