Add Subscribers
Add Manually
To manually add a subscriber or referral to your campaign:
Go to your campaign dashboard > Subscribers
Click the Add Subscriber button in the top right corner
In the modal, enter the subscriber’s information, such as email address and name
Click Add Subscriber
Note: Click Customize Fields in the modal to control which fields are visible when adding a subscriber.
To add a referral, make sure to enter the advocate’s unique identifier or referral code in the Advocate field. (For example, if you're adding [email protected], who was referred by [email protected], enter [email protected] in the Advocate field.)
Upload CSV File
To import your existing users/subscribers in ReferralHero, go to your Campaign Builder > Add Subscribers > Upload CSV File.
On that page, you can upload a CSV file containing the data of your existing users.
File Formatting
Your CSV file must have headers, and they must be lowercase. The only required header is email. We highly recommend using our example file as a starting point, and please delete all blank rows/columns in your file before uploading.
Here are all the fields that you can use with your import:
column
description
(Required if campaign's primary identifier) Subscriber's email
domain
Default referral link (e.g: http://mywebsite.com/competition).
* If left blank, the default referral link set in the GOAL campaign builder will be used
name
Subscriber's name
phone number
Subscriber's phone number (eg: +141234xxx34) Country code must be present.
extra field
Subscriber's extra field (e.g: age)
extra field 2
Subscriber's extra field 2 (eg: country)
date
Subscriber's sign up date (DD/MM/YYYY or DD/MM/YYYY HH:MM)
referrals
Subscriber's number of referrals. Useful if you're importing people who have already accumulated referrals from a previous referral program
referrer
Use this column to indicate the referrer of a subscriber. The value is the email address of the referrer
Good to know
All imported subscribers will have Imported from csv as their source.
You can choose to send a Welcome email to imported subscribers by enabling it in the Automations section. The Welcome email will only be sent if one has been created and is currently active.
If you’ve enabled integration with your CRM, imported contacts will also be synced to your connected CRM list. If a contact already exists in your CRM list, their name and custom fields will be updated.
You can navigate to another page while the import is in progress. The Upload button will become active again once the import is complete.
Import via Integration
You can also import contacts, users, or customers directly from your connected integrations.
To do this, go to your Campaign Builder > Add Subscribers > Import via Integration, and select from the available integration sources.
If your Welcome Email automation is active, imported subscribers will receive this email—just like those added manually or via CSV upload.
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