If you have guest data from another platform (Adnentro Wifi, Toast Online Ordering, Shopify, InKind, Mailchimp, etc), you can import a CSV of those guests into Loyalist.

Video tutorial: https://www.loom.com/share/41392e2f5e06479298a23d75e21c2620

Use Cases:

• Importing guests who have ordered from your Shopify Store into a “Shopify” segment
• Importing guests who have stayed at your hotel into a “Hotel Stay” segment
• Importing guests who have attended an event in the past into an “Event Attendee” segment
• Transferring your Mailchimp contact list into Loyalist

What you need:

• A CSV file of your guest data with the following columns
  • Name (Can either be one Full Name column or two columns: First Name, Last Name)
  • Email or Phone Number

How to:

• Click the “Import’ button on the top right of the Guestbook

  

• Drag the CSV file into the file area or choose a file

  

• Select if the contacts should live at the Group level or with an individual restaurant

• Map the columns of your CSV to the Loyalist fields. If you have a column for first name and a column for last name, you should click “switch to speerate first and last name columns” Otherwise, you can map it as seen below.