Export your Alle Members & Import to Aesthetix CRM
Export Expiring Points Members from Alle
Login to Alle and navigate to the sidebar
Click Insights
Navigate to Expiring Points and download XLSX file
Reformat and Import Alle Member Expiring Points 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 First Name, Last Name, Email, Phone, Total Points Available, Expiration Date, Total Days Remaining.
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 Alle Points Member tag
Add new contacts to Alle Expiring Points Reminder workflow
Click Submit and your Alle members will be in your Aesthetix CRM contacts!
Alle Points Expiring Reminder
Trigger: Contact Field “Total Alle Points” Has Changed
SMS: found within the workflow
Email Template: Alle Expiring Points