In this article I will show you how you can add an existing customer base to Loopy Loyalty and issue a card to each customer. This is done using Make.com and Google Sheets.
PRE-REQUISITES
A Loopy Loyalty account and one card design activated
A Make account
Access to Google Sheets
Setting up the Google Spreadsheet.
The spreadsheet will contain 3 worksheets, my card uses the fields, Customer Name and Email Address, so the customer data must contain those fields
The Import List worksheet - This is where we will add the customer details to be enrolled in our Stamp Card campaign.
The Enrolled List Worksheet - this will contain a list of members successfully enrolled, and their stamp card URL
Original List Worksheet - This is the original list of customers.
Now we can set up the automation!
Setting up the Make scenario
We will set up two steps in this scenario, the first will import the customer and the second will add a row to the 'Enrolled' worksheet with the URL to the customers stamp card
Enroll Customer Scenario
Head over to Make and log into your account. At the top right click on "Create New Scenario
Click on the plus icon and search for app you wish to use. In this case we want to start the scenario using Google Sheets
Select the trigger
We want to look for new spreadsheet rows which contain the customers data to import. Select "Watch New Rows".
If you haven't already, first select your connection, you will need to log into your Google account.
Then select your drive (normally "My Drive")
Select the spreadsheet you wish to use
Select the sheet name (in my example I am using the name "import list"
Leave the other field settings as they are, and change the limit if required. I'm using 20.
Click OK when done.
Click to add a new module
Click on the tab next to the first module to add another.
Select an App
Search for the Loopy Loyalty app and select it. Choose the Enrol Customer action.
Map the fields
Select your connection and log in if prompted.
Next select the Stamp Card campaign you wish to import your customers to, and map the fields accordingly.
Click OK when done
Click to add a new module
Click on the tab next to the Loopy Loyalty module to add another. In this module we will add a line to the Google Sheets spreadsheet "Enrolled Customers", which will include the URL to their Stamp Card.
Select Google Sheets.
Choose Second Action
Select "add a row"
Then select your drive (normally "My Drive")
Select the spreadsheet you wish to use
Select the sheet name (in my example I am using the name "Enrol List"
Map The Fields
Map the Name, Email and URL fields
Click OK when done
Now the Make Scenario is ready to test.
Test The Scenario
Make sure that there is at least one line present in the "Import List" in order to test, then click on "Run Once" button.
If the scenario has run correctly you will see a "1" in the speech bubbles next to the modules.
You will also see a line added to the Enrolled List worksheet in your Google Sheets spreadsheet.
And you will see the customer in the Loopy Loyalty dashboard.
Save and set your Scenario live
Finally, name your Scenario and save it. Use the Scheduling toggle at the bottom left to set your Scenario live.
All done! Now when you add new lines to your Google Sheets spreadsheet a new customer will be enrolled.