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Schedule Emails From CSV Import
Schedule Emails From CSV Import

Unlock the Power of Scheduled Emails with CSV Imports and our Testimonial Email Assistant

Rachel Ann Pangilinan avatar
Written by Rachel Ann Pangilinan
Updated over 2 months ago

Want to send a scheduled email asking for a testimonial and have the list of contacts ready? Our T.E.A. (Testimonial Email Assistant) got you covered.

Through the use of T.E.A., we can program your testimonials to run on autopilot and automatically send requests for testimonials to your customers.

Normally, our email assistant will capture the email addresses of your clients when you are sending an email to them and BCC your unique T.E.A. email address. However, if you already have the list of email addresses ready, you can import this information and send the follow-up email directly. 


Steps

📢Testimonial Email Assistant is currently available for premium plans and above.

Step 1: Acess your space's testimonial email assistant

In your space dashboard, select "Testimonial Email Assistant" from the side panel.

Step 2: Set up the content of your follow-up email

  1. You can choose when to send the follow-up email to immediate, 1, 3, or 7-day delays under the "Sent Delay" dropdown, and edit the details of the email.

  2. Save the changes.

Step 3: Import your CSV

  1. Select "Import CSV" from the right side of your screen.

  2. Follow the format we have on the sample CSV file before selecting your CSV file.

  3. Upload the file and choose the "sent delay."

    1. Once the file is uploaded, you will also see the number of invitations ( for testimonials) and the remaining emails you can send.

  4. Hit "Import" to set the scheduled email.

  5. Once set up, you can see the scheduled email under the "Stats" section.

Our monthly email quota differs from the plan you are subscribed to. See this link for more information about our pricing.

If you need help or have any questions, just click on the live chat widget, and we will reach back as soon as possible ✌️

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