To import your client list, follow these steps.
- Go to the Rating requests tab.
- Click the Import recipients button in the upper right corner.
- Set the date you want to send invitations asking for feedback.
- Next, click Add File and import your contact list.
- Finally, click Save Changes.
- The imported data will appear in the Invitation Request queue.
In the application, you can download an example .csv or .xlsx file, which you can then edit as needed.
Note! Your file should contain column named ‘email’ (required).
You can add more columns in your file. Below are their headers and descriptions.
- email – client’s email address e.g. ‘[email protected]’ – required column.
- name – client’s first and last name e.g. ‘Jan Kowalski’.
- phone – user’s phone number e.g. ‘111222333’.
- website – by specifying this field, you can import emails to multiple sites in Rating Captain simultaneously. This field should be filled with the exact name of the website in Rating Captain system. By default, not specifying this field, the import will be saved to the active site.
- place_name – by adding this field, you specify which opinion portal in Rating Captain the client should be assigned to. This field requires the exact name of the review site in Rating Captain system. You can find all of your connected opinion portals under Site => Profiles. In case of not providing this field, Rating Captain will assign the opinion platform automatically.
- products – the list of products in the order. This is an advanced option and requires the help of a programmer. This field should be a valid JSON field. Each object in the array should contain fields such as ID – product ID, name – product name, price – product price, optionally image_url – product image URL, product_url – product URL.
The generated file with given headers should be saved in Microsoft Excel (.xlsx) or .csv (values separated by semicolons or commas) format.
<script>
var RatingCaptain_data_script = {
/* REQUIRED | Email, on this address will be send message */
"email": "{$order->email}",
/* REQUIRED | Order in your system, this field should be unique */
"external_id": "{$order->id}",
/* Optional - Products in this order, each product must have id name and price. */
"products": [
{
"id": "{$product->id}",
"name": "{$product->name}",
"price": "{$product->price}",
"imageUrl": "{$product->image}",
},
]
}
</script>
<script src="https://dev-api.ratingcaptain.com/js_v2/[Your website token]" async></script>
*Each item in bold must be properly configured depending on your system.
*Website token you can find here: Website page.
<script>
var rc_products = {/literal}[{foreach from=$items item=i name=list}
{
'id': '{$i->product_id}',
'name': '{$i->name}',
'price': '{$i->price_gross|money_without_currency}',
'imageUrl': '{$i->product->images[0]->url|product_img_url:th100}'
},
{/foreach}]{literal};
var RatingCaptain_data_script = {
"email": '{client_email}',
"external_id": '{order_id}',
"products": rc_products
}
</script>
<script src="https://ratingcaptain.com/api/js_v2/[Your website token]" async></script>
*Website token you can find here: Website page.
<script>
var rc_products = [{products}
{
"id": "{products.product_id}",
"price": "{products.float_price}",
"imageUrl": "{products.img}",
"name": "{products.name}"
},
{/products}];
var RatingCaptain_data_script = {
"email": '{email}',
"external_id": '{order_id}',
"products": rc_products
}
</script>
<script src="https://ratingcaptain.com/api/js_v2/[Your website token]" async></script>
*Website token you can find here: Website page.
<script>
var RatingCaptain_data_script = {
"email": "[[email]]",
"external_id": "[[orderid]]"
}
</script>
<script src="https://ratingcaptain.com/api/js_v2/[Your website token]" async></script>
*Website token you can find here: Website page.
{% block page_checkout_finish_rating_captain %}
{% set ratingProducts = [] %}
{% for lineItem in page.order.lineItems.elements %}
{% if lineItem.type is same as 'product' %}
{% if lineItem.cover.url %}
{% set ratingProduct = {
id: lineItem.payload.productNumber,
name: lineItem.label,
price: lineItem.price.totalPrice,
imageUrl: lineItem.cover.url,
} %}
{% else %}
{% set ratingProduct = {
id: lineItem.payload.productNumber,
name: lineItem.label,
price: lineItem.price.totalPrice,
} %}
{% endif %}
{% set ratingProducts = ratingProducts|merge([ratingProduct]) %}
{% endif %}
{% endfor %}
{% set ratingCaptainData = {
email: page.order.orderCustomer.email,
external_id: page.order.orderNumber,
products: ratingProducts
} %}
<script>
var RatingCaptain_data_script = [{{ ratingCaptainData | json_encode | raw }}];
</script>
<script src="https://ratingcaptain.com/api/js_v2/[Your website token]" async></script>
{% endblock %}
*Website token you can find here: Website page.
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