In this article, we’ll show you step by step how to create a file with your customer data, so you can send invitations for product reviews.

Invitations to write product reviews will be sent in connection with a service review invitation. By default, customers will be asked to leave a product review right after they've written a service review. You can enable separate product review invitations in the Timing and frequency section of your Invitation Settings.

First, you'll need to create a spreadsheet with your customer data in a program like Google Sheets or Microsoft Excel.

Prepare your spreadsheet using Google Sheets

To prepare your file to be imported, follow these steps:

1. Open a new, blank worksheet in Google Sheets.
2. Enter customer data in this order: 
   • Customer email
   • Customer name
   • Reference number (the customer’s internal reference number)
   • SKU
   • Product name
   • Product URL
   • Image URL (this one is optional)

Your Product URL and Image URL must contain an http:// or https://

3. Save the file in CSV format. From the File menu, go to Download, and select Comma Separated Values (.csv).

If the Reference number and the Customer email address match, all product reviews will be combined in one invitation email.

Prepare your spreadsheet using Microsoft Excel

If you’re using Excel, the steps for creating the spreadsheet are the same, but you’ll need to make sure that you’re saving your file using UTF-8 format.

Import your CSV file

Now you've prepared your CSV file and it’s ready to go. You can open it in a simple text editor like Notepad and it should look like this:

To import your prepared file and start sending product review invitations, check out this tutorial.