How To Upload Smartr365 Data

To obtain your Smartr data, you need to ask Smartr for the report, this usually takes up to a week to receive.

Smartr will generally send a password protected file to you in a xlsx file.

As the report does not currently export the consumers marketing preferences that you collect on Smartr, we need you to add these on manually.

Open the report in Excel and add two columns.

These columns should be exactly named (Case Sensitive):

Can Contact By Mail

Can Contact By Email

Fill in Yes or No only for each client based on clients given marketing preferences.

Yes means the client has opted into marketing and their preferences are ticked on Smartr.

No means the client does not want to be contacted.

Save as a CSV file and upload to Eligible. How to upload data to Eligible.