Register a quantity of new members to the loyalty program all at once. This time-saving import feature speeds up the process and improves accuracy by eliminating the need for manual entry.
Upon logging in, you land on the Home tab.
Navigate to the Member Batch Upload tab
Select the Member Batch Upload tab.
Select Member Batch Registration, if it isn't selected already.
Select Download Template to download the pre-formatted template. The downloaded file will be called eLoyalty_Members_Template.xlsx.
If your file isn't generated, disable the pop-up blocker in your browser and try again.
Browse to your Download folder to locate, open and enter your data into the file in Microsoft Excel.
Save your file with a new name that includes the date.
When your file is complete, select Upload Members.
Select the File icon to browse for your file.
Your file name will now appear. By default, the option to send the set password email to your new members is enabled. If you don't want to send the email at this time, disable the button. Select Upload to complete the import.
To enable these automated emails, you must first provide Cendyn with an email template. Please contact your Cendyn Product Success Team for more information.