It is not possible to directly create customers from the Customers menu in InputKit. However, if you want to add customers so you can send them a survey later, there’s a simple workaround.
Create Customers via a Scheduled Manual Send
Go to the Sendings menu in the left-hand sidebar.
Click Send many.
Choose the option to import an Excel file.
Fill in and upload the Excel file with your customers’ information (email, first name, last name, etc.).
Schedule the sending as usual.
Once this step is completed, your customers will be created in the platform.
Cancel the Sending if Needed
You can cancel the scheduled sending if you don’t want to send surveys right away.
The customers will remain saved in InputKit and available for later use.
Quickly Send Later
When you’re ready to send surveys quickly:
Return to the Sendings menu.
Click Send many.
Select the Copy/Paste option.
Paste a list of customer emails to schedule the send.
For more details on this step, see the previous article:
If you have any questions, don’t hesitate to write to us via the chat.