To request feedback and reviews via Email or SMS Request you must add customers to GatherUp.
- Add a Single Customer
- Import Customer List for a Single Location
- Import Customer List for Multiple Locations
- Automate Adding Customers Using Zapier
- GatherUp API
- Custom Integration
Add a Single Customer
Add a single customer to GatherUp from your desktop or mobile device. After logging in to your account, click + Add Customer in Customer Activity. Required fields include:
- First Name
- Last Name
- Email or Mobile Phone
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Add a Single CustomerImport Customer List for Single Location
To import multiple customers for a single location, import a customer list. To add new customers, import an updated list as needed. GatherUp will check for duplicate email addresses on import and only new email addresses will be imported. Required fields include:
- First Name
- Last Name
- Email or Mobile Phone
Import Customer List for Multiple Locations
Import multiple customers to multiple locations in GatherUp using a single customer list. To do so, the required fields include:
- Business ID
- First name
- Last name
- Email address OR mobile phone
To add new customers, import an updated list as needed. For frequent imports, we recommend using Zapier to integrate GatherUp with your business tech (1500+ apps available) to automate adding customers.
Automate Adding Customers Using Zapier
Zapier makes it easy to integrate GatherUp with available apps (including Google Sheets, MailChimp, FreshBooks, QuickBooks, Salesforce, PipeDrive, Square and 1500+ others) to automate adding customers to GatherUp. No development team or coding knowledge required!
GatherUp API
GatherUp offers an API that can be used by a developer to integrate GatherUp with your business's existing customer management solution, point of sale system, or a proprietary system to automate tasks including adding customers to GatherUp.
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GatherUp APICustom Integration
We're here to help your business succeed. Common custom integrations include Webhooks and JSON. Contact us to discuss your custom integration needs.
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