You've made the move from another platform to Podia, and now you're ready to get your customers settled in.
You can bulk import customers into products and community plans with just a few clicks.
Importing customers into products/plans/events
Here's how to bulk import people as customers into a product, event or plan:
From your home feed, click on your site name and select Admin from the dropdown menu.
From the Admin dashboard, click Audience in the sidebar menu.
Choose Imports in the sidebar menu.
On the Imports page, you'll see a list of your past imports, as well as an option to add a new import.
Click on + New import to start a new import.
On the New import page, select the access type for your import:
If you want to add people to a product, select "Import people and give them product access".
If you want to add people to an event, select "Import people and register them for an event".
If you want to add people to a plan, select "Import people and give them paid community access".
Select the product, community plan, or event you’d like to grant access to for the people you’re importing.
Each of the options will provide additional settings depending on what you're trying to do.
Product access
When importing people into a product, select the product you want people to have access to using the dropdown menu.
When selecting this option, 2 additional options will show up:
Send the usual product sign-up confirmation email: Selecting this option will trigger an email to imported people with instructions on how to set up the passwords for their accounts.
Select this option if people do not have a password set up yet and/or if you'd like to notify people they have been added to a new product.
Follow my course’s section delays: If your courses have delays, you'll be able to lock these imported customers into the delay schedule you have already set up for your course.
Event access
When importing people into an event, select the event you want people to have access to using the dropdown menu.
When selecting this option, 1 additional option will be presented:
Send confirmation email: Selecting this option will trigger an email to imported people with instructions on how to set up the passwords for their accounts.
Select this option if people do not have a password set up yet and/or if you'd like to alert people that they have been added to the event.
Plan access
When importing people into a plan, select the plan you want people to have access to using the dropdown menu.
When selecting this option, 1 additional option will be presented:
Send confirmation email: Selecting this option will trigger an email to imported people with instructions on how to set up the passwords for their accounts.
Select this option if people do not have a password set up yet and/or if you'd like to alert people that they have been added to the plan.
You can also add tags to any imported customers by using the Tags field on the imports page.
When you're ready to import, click on Prepare import and upload your .csv file. Here's a step-by-step guide on importing and configuring your .csv file for import.
Podia will analyze the emails you submitted and import them into your product/community plan.
FAQs
What do sign-up emails look like?
What do sign-up emails look like?
If you check the option to send a sign-up email, Podia will email people with a link so they can finish setting up their accounts and/or alerting they have been added to a new product/community plan.
For new customers, they simply need to click on the link provided in the email, set up their password, and create their account.
If they already have an account with you, they'll receive a welcome email instead with a link to log in.
These automated emails cannot be edited at this time.
What can I do if my customers have trouble setting up their passwords?
What can I do if my customers have trouble setting up their passwords?
If customers are having issues finding the sign-up email or have accidentally deleted it, no worries!
You can send them to the forgot password page of your Podia site!
You can do this by sending them a link to yourdomain.com/forgot-password
Example 💡
If your Podia site is store.podia.com
Then, your forgot password link would be store.podia.com/forgot-password
Once they enter their email address, we'll send them an email to finish setting up their account.
Can I import people into paid plans?
Can I import people into paid plans?
Yes! Members imported into paid community plans will be granted free access to it.