Add Subscribers

Add Manually

To add a subscriber or a referral manually 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, like the email address and name

• Click Add Subscriber

To add a referral make sure to enter the referrer's email address or referral code in the Referrer field. (If you're adding [email protected] who has been referred by [email protected], make sure to enter [e-mail] in the Referrer 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
email	(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 your imported subscribers by switching on Send welcome email. The Welcome email will be sent only if you have created one and is active.

• If you enable the option to subscribe imported contacts to integrated CRMs, your contacts will also be imported into the selected CRM list. If an imported contact already exists in your CRM list, we will update the name and custom fields.