How to send SMS invitations using the upload a list
Great! Let's send your campaign invites out by uploading a CSV or an xls file in your SocialV Dashboard
You can upload a XLS or CSV file. Please ensure that the file contains the following required header format:
Take the time to remove duplicates and empty cells
To start the process follow these steps:
Log into your dashboard
Click Campaigns
Select the Campaign you wish to invite your customers to
From the Essentials tab click on the Upload A List button
You can drag and drop or select the XLS/CSV file from you computer.
After successfully uploading your customer list you'll want to match the fields from your file with the required fields.
We will do our best to match the required fields based on your file's column headers
Once you've mapped the fields, click Next: Review to review the quality of your file.
Now our system will review the file based on the data and identify any records that can't be included. Some issues that will make a record invalid:
The cell phone is already in use with the current campaign
The cell phone number is duplicated in the file
The cell phone number is invalid
There is missing data for the record
The cell phone number has opted out
If you have any Invalid Customers we will display these and allow you to download the CSV file.
Invalid customers don't keep you from preparing the valid customers to be sent SMS invitations
If you're ready to add those valid customers to the prepared invites queue, click Add Customers.
Your invites are prepared! Before you send them you can customize your campaign to optimize your customers experience once they receive their SMS invitation.
A few areas to customize are:
This section lets you customize the invitation experience:
Include an image with your invitation text message for familiarity and trust
Customize you invitation message to suit your needs
Enable/disable and customer follow up message to remind your customers to share their video experience
We recommend you provide a custom welcome video. It's the first thing your customers see after the loading screen when they click the invitation link from the SMS message. To learn more about creating a welcome video please read this article
You can customize the message that is sent to your customers that successfully submit a video.
No that you've customized the above features to create the best possible experience for your customers, you're ready to send the prepared invites. To send the prepared invites you will need to:
Click Send Invites
You can review and cancel your prepared invites
We offer tips to boost video clip creation and clicking on the links will direct you to the section where you can make the customizations to improved your success.
When you're ready, click Send ### Invites Now
Once your prepared invites are sent you can view the stats from that send.
If you haven't reached your limit of invitations send you can go back to the Add Your Customers section and prepare more invitations to be sent and return to the Send Invites section to send.
Preparing your customers file
You can upload a XLS or CSV file. Please ensure that the file contains the following required header format:
| First Name | Last Name | Cell Phone | Transaction Date |
|---|---|---|---|
| Jane | Johnson | 4155551000 | MM/DD/YYYY |
Take the time to remove duplicates and empty cells
Uploading your customers list
To start the process follow these steps:
Log into your dashboard
Click Campaigns
Select the Campaign you wish to invite your customers to
From the Essentials tab click on the Upload A List button
Adding Your File
You can drag and drop or select the XLS/CSV file from you computer.
Matching Fields
After successfully uploading your customer list you'll want to match the fields from your file with the required fields.
We will do our best to match the required fields based on your file's column headers
Once you've mapped the fields, click Next: Review to review the quality of your file.
Reviewing Your File
Now our system will review the file based on the data and identify any records that can't be included. Some issues that will make a record invalid:
The cell phone is already in use with the current campaign
The cell phone number is duplicated in the file
The cell phone number is invalid
There is missing data for the record
The cell phone number has opted out
If you have any Invalid Customers we will display these and allow you to download the CSV file.
Invalid customers don't keep you from preparing the valid customers to be sent SMS invitations
If you're ready to add those valid customers to the prepared invites queue, click Add Customers.
Sending Your Prepared Invites
Your invites are prepared! Before you send them you can customize your campaign to optimize your customers experience once they receive their SMS invitation.
A few areas to customize are:
Invitation Text Message
This section lets you customize the invitation experience:
Include an image with your invitation text message for familiarity and trust
Customize you invitation message to suit your needs
Enable/disable and customer follow up message to remind your customers to share their video experience
Welcome Video
We recommend you provide a custom welcome video. It's the first thing your customers see after the loading screen when they click the invitation link from the SMS message. To learn more about creating a welcome video please read this article
Thank You/Reward Text Message
You can customize the message that is sent to your customers that successfully submit a video.
Send Invites
No that you've customized the above features to create the best possible experience for your customers, you're ready to send the prepared invites. To send the prepared invites you will need to:
Click Send Invites
You can review and cancel your prepared invites
We offer tips to boost video clip creation and clicking on the links will direct you to the section where you can make the customizations to improved your success.
When you're ready, click Send ### Invites Now
Once your prepared invites are sent you can view the stats from that send.
If you haven't reached your limit of invitations send you can go back to the Add Your Customers section and prepare more invitations to be sent and return to the Send Invites section to send.
Updated on: 20/02/2025