Running a Past Customer Campaign

What is a Past Customer Campaign?

The goal of Betterbunch is to help you follow up with every customer after a job is complete. If you're new to the platform, the best way to get quick wins is by sending a feedback invitation to everyone you’ve worked with over the past 12 to 24 months.
We call this a "Past Customer Campaign"—it's a game-changer!

Why run a Past Customer Campaign?

Yes, it has been a while since your last interaction with these customers, but they still have valuable experiences to share. Reaching out to them now can lead to a surge in positive reviews, often within hours of hitting send. It also helps highlight any recent issues you might have overlooked, giving you a chance to save repeat business.

Step 1: Prepare a list of past customers 

Because every business uses a different job management or invoicing platform, the exact steps to download your customer list will vary. However, the end goal is always the same: you just need a spreadsheet of your past customers.

Need help getting the list?

If you aren't sure how to export this data from your specific software, just copy and paste this message and send it to their support team:

Subject: Need help exporting a customer list

Hi Team, I was hoping you could help me out. I need to download a list of every client we've serviced in the past 24 months.

It needs to be in an Excel, Google Sheets, or .CSV format and contain just three things:

1. The customer's first name

2. Their email address

3. Their mobile phone number

Can you please let me know how to generate this?

Step 2: Format your list 

Before uploading, open your spreadsheet and make sure it looks like the example below so our system can read it perfectly.

Quick Formatting Checklist:

• File Type: It must be saved as a .CSV (comma-separated value) file.

• One Sheet: The file should only have a single tab/sheet.

• Clean Columns: Each cell should only have one phone number or one email address.

• Required Headers: Row 1 must contain your column headers.

  • Accepted Name Headers: Name, First Name, Recipient Name, Given Name, Customer Name. (Tip: Try to use first names only so your invites feel personal!)

  • Accepted Email Headers: Email, E-mail, Email Address.

  • Accepted Phone Headers: Phone, Phone Number, Mobile, Cell Phone, Mobile Number.

• Phone Number Formats: We can send SMS to Australia and New Zealand numbers formatted like this: +642xxx, +614xxx, 02xxx, or 2xxx.
   

Step 3: Upload and send your invitations 

Now that your list is clean and ready, let's send it and get those reviews rolling in!

1. Log in to your Betterbunch account.

2. Click Create invitation in the top right of your dashboard.

3. Go to the Bulk Upload tab.

4. Click Browse and select your saved .CSV file.

5. Click Edit Invitation.

6. For your SMS message, choose the Past Customer template from the dropdown, or create your own custom message.

7. Click Update for this send only.

8. Repeat step 5 to 7 to edit your Email message too.

9. Finally, click Send Invitation. You can choose to deliver them right now or schedule them for a better time. You're all done!

Need Help?