To import the list of customers, follow the steps below.
- Go to the Invitations tab.
- Click the Import customers button in the top right corner.
- Set the date for sending invitations requesting feedback.
- Then click Add file and import the prepared contact list.
- Finally, click Save changes.
- The imported data will appear in the Invitation queue.
In the application, you can download a sample .csv or .xlsx file, which you can then edit according to your needs. Note! Your file should contain a column named 'email' (required). In the file, you can add several columns. Below are their headers along with descriptions.
- email - customer's email address e.g. '[email protected]' - required column.
- name - customer's first name or full name e.g. 'John Smith'.
- phone - user's phone number e.g. '111222333'.
- website - by specifying this field, we can import emails to multiple pages in Rating Captain simultaneously. This field should be filled with the exact name of the page in the Rating Captain system. By default, if this field is not provided, the import will be saved to the active page.
- place_name - by adding this field, you specify to which review portal in Rating Captain the customer should be assigned. This field should be the exact name of the review portal in the Rating Captain system. You can find all your connected review portals in the Page => Profiles tab. If you do not provide this field, Rating Captain will automatically assign the platform for reviews.
- products - list of products in the order. This is an advanced option and requires the help of a programmer. This field should be a valid JSON field. Each object in the array should contain fields such as id - product ID, name - product name, price - product price, optionally image_url - product image URL, product_url - product URL.
The generated file with the specified headers should be saved in Microsoft Excel (.xlsx) or .csv format (values separated by semicolons or commas).
<script>
var RatingCaptain_data_script = {
/* REQUIRED | Email, on this address will be send message */
"email": "{$order->email}",
/* REQUIRED | Order in your system, this field should be unique */
"external_id": "{$order->id}",
/* Optional - Products in this order, each product must have id name and price. */
"products": [
{
"id": "{$product->id}",
"name": "{$product->name}",
"price": "{$product->price}",
"imageUrl": "{$product->image}",
},
]
}
</script>
<script src="https://api.ratingcaptain.com/js_v2/[Your website token]" async></script>
*Each item in bold must be properly configured depending on your system.
*Website token you can find here: Website page.
<script>
var rc_products = {/literal}[{foreach from=$items item=i name=list}
{
'id': '{$i->product_id}',
'name': '{$i->name}',
'price': '{$i->price_gross|money_without_currency}',
'imageUrl': '{$i->product->images[0]->url|product_img_url:th100}'
},
{/foreach}]{literal};
var RatingCaptain_data_script = {
"email": '{client_email}',
"external_id": '{order_id}',
"products": rc_products
}
</script>
<script src="https://ratingcaptain.com/api/js_v2/[Your website token]" async></script>
*Website token you can find here: Website page.
<script>
var rc_products = [{products}
{
"id": "{products.product_id}",
"price": "{products.float_price}",
"imageUrl": "{products.img}",
"name": "{products.name}"
},
{/products}];
var RatingCaptain_data_script = {
"email": '{email}',
"external_id": '{order_id}',
"products": rc_products
}
</script>
<script src="https://ratingcaptain.com/api/js_v2/[Your website token]" async></script>
*Website token you can find here: Website page.
{% block page_checkout_finish_rating_captain %}
{% set ratingProducts = [] %}
{% for lineItem in page.order.lineItems.elements %}
{% if lineItem.type is same as 'product' %}
{% if lineItem.cover.url %}
{% set ratingProduct = {
id: lineItem.payload.productNumber,
name: lineItem.label,
price: lineItem.price.totalPrice,
imageUrl: lineItem.cover.url,
} %}
{% else %}
{% set ratingProduct = {
id: lineItem.payload.productNumber,
name: lineItem.label,
price: lineItem.price.totalPrice,
} %}
{% endif %}
{% set ratingProducts = ratingProducts|merge([ratingProduct]) %}
{% endif %}
{% endfor %}
{% set ratingCaptainData = {
email: page.order.orderCustomer.email,
external_id: page.order.orderNumber,
products: ratingProducts
} %}
<script>
var RatingCaptain_data_script = [{{ ratingCaptainData | json_encode | raw }}];
</script>
<script src="https://ratingcaptain.com/api/js_v2/[Your website token]" async></script>
{% endblock %}
*Website token you can find here: Website page.