How do I upload clients?

To take full advantage of marketing opportunities, you’ll first need to make sure your clients are uploaded to your Online Store.

Before you get started, know that uploading your clients to SalonInteractive is secure, and we do not share your client list with anyone, including brands or distributors.

You’ll first need your client list as a CSV file. Whether you keep your list as an Excel doc or Google Sheets or access your information from your salon software, you can easily download or export your list into this format.

Please see the links below if you want to use our list template or need help exporting your client list from your software or opening and editing a CSV file.

How do I create or edit a CSV file for my client list?

When formatting your list, you at least want your clients’ email and their first and last names in separate columns and in the first row of your file. Any clients without an email address will not be uploaded. If you are working in Excel or with Google Sheets, save your list as a CSV file.

To upload your list, log into SalonInteractive. In your menu, go to Clients and then Upload Clients.

You can upload the list yourself or have one of our team members import it for you.

To upload your client list yourself, click Continue to Upload.

On the next page, you can upload a list by dragging and dropping the file onto the upload box or clicking the Browse button.

If using the Browse button, look for your client list on your device, select it, and click the Open button.

Click the upload icon to continue the upload process.

Once your list is uploaded, you’ll find the Match Headers page. Here, you want to match up your file’s column headers shown on the left to the ones available on the platform on the right. Anything not matched up will not import. At the very least, you must match First Name, Last Name, and Email to finalize your import.

If, for any reason, you need help at this stage, simply click the Need Help Importing Clients link at the bottom of this page.

If you want the list you are uploading now to replace your current client data on the platform, click the checkbox. Otherwise, leave the box blank and click Finalize Import.

In the pop-up, you’ll have the option to apply tags to your list. Tags help group clients together for more focused marketing. If you wish to add a tag, click Yes.

If you already have existing tags, select the one you want to use. Otherwise, add the name of your new tag and click Save New Tag.

Select the tag by clicking the checkbox, and then click Finish Upload.

You can take advantage of On Behalf Marketing for your clients by managing who is allowed to email your clients. Either click Opt Out or Manage Settings.

If you select Manage Settings, you will be taken to the Marketing Settings page. Here, you can toggle on who you want to market for you, including your distributor(s) and/or brands.

Go back to the Upload Clients page. You’ll see how many clients you have just uploaded and can view or edit the list from the Client Manager.

Click Visit Client Manager.

You can search by client, add a new individual client, or upload from another list if desired.

Your clients are now uploaded to your online store, so it’s time to send a mass email to your list.

How do I create an email campaign using a template?

Resources:

How do I create or edit a CSV file for my client list?

How do I Export Client Information from a salon POS System?

How do I make Product Recommendations?

What are the benefits of On Behalf Marketing?

How do I create an email campaign using a template?

Other Notes:

The first line of your client CSV file must include the headers listed below, which are included in the client CSV template. You can only import these fields, any other information is not going to be imported.

• First Name*
• Last Name*
• Email*
• Mobile Phone
• Address
• City
• State
• Postal Code
• Gender
• Married
• Birth Day
• Birth Month
• Birth Year

* required to finalize the import