Client Staff Forms
We have released a new way for agencies and businesses to get customer data added to GatherUp without logging in to quickly send email or SMS review requests.
We have released a new way for agencies and businesses to get customer data added to GatherUp without logging in to quickly send email or SMS review requests.
The Client Staff Form allows someone to upload a CSV or manually add customers without logging in to GatherUp or the white-labeled platform. No log-in credentials needed!
Client Staff Form Link
The Add Customer or Import Customers sections under Requests now contain a unique, private URL that allows team members to access the import form without using login credentials. Reset this link at any time by clicking the refresh button to the right of the link.
This video has step-by-step instructions on how to utilize the Client Staff Form link and where to find it.
Pro tip: Have your team members bookmark this page so it’s easily accessible when they are ready to add or import customers. Make sure to generate a new link when someone with access leaves the company.
See Also:
Add a Single CustomerWays to Add CustomersImport Customer List for Multiple Locations