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
Export Members from Evolus
Login to Evolus and navigate to the Rewards sidebar
Click Rewards
Navigate to upcoming rewards and download XLSX file
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!
Evolus Rewards Expiring Reminder
Trigger: Contact Field “Evolus Rewards Expiring” Has Changed
SMS: found within the workflow
Email Template: Evolus Rewards Expiring Points