Adding Customers To Experium Business

Adding Customers to Experium Business

To add new customers to Experium Business, click on Customers (1) in the left navigation and then click on the + button (2).



To add customers individually, click on Add Customers after clicking on the + button (2). Enter the email (3), click enter and then the Add button (4). You can also invite by copying the link into an email (5) and sending. To import a large number of Customers, download the sample CSV file (6) and import your customer list from another program in the sample format. Save the file and find it by clicking on Browse (7) and then Upload (8)



    • Related Articles

    • Adding Employees to Experium Business

      To add employees to Experium Business, click on Employees (1) in the left navigation and then click on the + button (2) and then Employee (3). Enter each employee email address (4) and then click enter. When you are finished adding, click on Add + ...
    • Attaching Documents in Experium Business

      There are 2 ways you can attach documents in Experium Business: for individual customers and for all customers. To upload attachments for all customers to access, click on Communications (1) on the left navigation column. Then click on the + button ...
    • Creating Social Posts in Experium Business

      To send a social post communication to your customers, Click on Communications, then the + button (1). Click on Post (2) and then fill in the form (3). Here you can create the post, include images and video links and then share specifically with ...
    • Sharing Images with Customers

      Businesses can share images with their customers in one of two ways - through the main business album or through a custom "assorted album". To learn how to create new albums, click here. To add images to the main company album, click on Media on the ...
    • Creating a Group in Experium Business

      To create a group in Experium Business, click on Groups (1) and then the + Button (2). Select the type of group you want from the list and click on it (3). Then fill out the fields in the group wizard (4) and continue to click next until complete. ...