Evolus Rewards Expiring Points Reminder Campaign Tutorial

The video and written instructions below provide a step-by-step tutorial for how to import your Evolus members as contacts.

Export your Evolus Rewards & Import to Aesthetix CRM

1. Export Members from Evolus

   • Login to Evolus and navigate to the Rewards sidebar

   • Click Rewards

   • Navigate to upcoming rewards and download XLSX file

2. Reformat and Import Evolus Expiring Points Member CSV into Aesthetix CRM

   • Reformat XLSX file for expiring points to CSV as shown in video

   • Navigate to Contacts in Aesthetix CRM

   • Click Import Contacts and select the .csv file to upload.

   • Map fields for Name, Phone, and Reward Status

   • Click Don't Import Data of Unmatched Columns, then click next.

   • Name the Import

   • Click down to Advanced

     • Click off the checkmark for Don't update empty values

     • Add Evolus Rewards tag

     • Add new contacts to Evolus Expiring Points Reminder workflow

   • Click Submit and your Evolus members will be in your Aesthetix CRM contacts!

3. Evolus Rewards Expiring Reminder

   • Trigger: Contact Field “Evolus Rewards Expiring” Has Changed

   • SMS:  found within the workflow

   • Email Template: Evolus Rewards Expiring Points