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Adding promoters

Last updated on May 06, 2024

Adding Promoters

Objective:

The objective of this SOP is to guide team members on how to add promoters to the Clicki platform, ensuring that current customers, ambassadors, and affiliates are informed about the program and can start sharing their referral links.

Key Steps:

  1. Login to the Clicki platform.

  2. Navigate to the "Add Promoters" section.

  3. To add promoters one by one:

    • Type in the promoter's information (name, phone number, and email) in the provided fields.

    • Check the "Do not send notifications" option if you don't want to send them the email and text message immediately.

    • Click "Add Promoter" to add them to the platform without sending notifications.

  4. To add promoters in bulk:

    • Click on the "Bulk Upload List" option.

    • Select the campaign to which you want to add the list.

    • Upload the file containing the promoter information.

    • Map the columns in the file to the corresponding fields in Clicki (Full Name/First Name, Last Name, Cell Phone, and Email).

    • Ensure that the Full Name/First Name and Cell Phone fields are filled in, as they are required.

    • Click "Import" to import the promoters' information.

    • Leave the import screen open until the process is complete.

Cautionary Notes:

  • Typing in promoter information one by one is not advised for large numbers of customers or affiliates.

  • Ensure that the phone numbers are in the preferred E 164 format (e.g., +16164502395) for accurate import.

  • If using the bulk upload option, make sure to have the required information (Full Name/First Name and Cell Phone) filled in for each promoter.

  • Keep the import screen open until the process is complete, especially for large numbers of promoters.

Tips for Efficiency:

  • Use the bulk upload option for adding multiple promoters at once, especially for large numbers.

  • Prepare the promoter information in a file with the required columns (Full Name/First Name, Last Name, Cell Phone, and Email) for easy mapping during the import process.

  • Ensure that the phone numbers are in the preferred E 164 format to avoid import errors.

  • Leave the import screen open until the process is complete to ensure a smooth import.