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Running a Past Customer Campaign

Invite previous customers to share their experience with your business.

If you’re new to betterbunch, a Past Customer Campaign helps you get started by asking people you’ve already worked with for feedback.

Gather a list of customers from the past 12 to 24 months, and send them an invitation that makes sense for the time since their job.

Step 1: Get a list of past customers 

The export steps depend on your job management or invoicing software.

What you need is a CSV or Excel spreadsheet containing an email address or mobile number for each customer you’d like to invite. First names are helpful, but optional.

Xero user? See Export a customer list from Xero.

If you need help from your software provider, you can send them this:

Hi team, could you help me export a list of customers we’ve serviced in the past 24 months? I’d like their first name, email address and mobile number where available, in a CSV or Excel file. Thanks!

If your Excel file has more than one sheet, put the list on sheet one. That’s the sheet betterbunch will use.

Step 2: Upload and check the list

  1. Log in to betterbunch.
  2. Click Create invite in the left menu.
  3. Open the Bulk upload tab and upload your CSV or Excel file.
  4. The Review your customers table will open. Use the dropdown above each column to tell betterbunch which one contains the customer’s First name, Email and Mobile number. betterbunch can use one column for each of these details, so choose the column with the information you want to use. Set columns you don’t need to Ignore.
  5. Check the rows before you continue.
    1. Click a cell to add or correct a detail. For example, you can change a full name to a first name, or move a mobile number from a home phone column into the column you’ve mapped as Mobile number.
    2. Use the rubbish bin beside a row to remove anyone you don’t want to invite.
    3. To make a wide list easier to check, use the eye icon to hide columns you don’t need to see; the Columns menu at the top right lets you show them again. Scroll across or down to view the table, and use the arrows at the bottom to move between pages.

  6. Check the number on Continue with X customers, then click it to return to your invitation.

Note: Only rows with an email address or mobile number can be used to create invitations. Hiding a column only changes what you see in the table; select Ignore if you don’t want betterbunch to use its data.

Step 3: Choose your message and send

Click Edit message and choose the Past Customer template, or create a custom template and adjust the wording to suit your business and the time since you last worked with these customers. Check the preview before sending.

Click Send invite to send now, or use the arrow beside it to schedule the invitations for later.

Need a hand getting your list ready?

Ask our Support Bot in the bottom left of your screen to connect you with the team.