Click "Points"
2. Click "Contacts"
3. Click "Import Points Data"
4. Here's where you can upload your CSV file.
5. You can read the article here for more information
6. Here's an example:
Reference ID = Participant ID on Rival
Recommended to have this so you can cross-reference the data with Rival
EmailBHN requires an email address to create a contact record on their platform. This is a mandatory field
First NameThe BHN email template pipes the participant's first name from this field. If you are not collecting first names, be sure to update all the BHN email templates to use a more generic term instead
CommentOptional field
PointsLeft this blank for now, as I'm creating all the contacts before adding points
CountryThis is important to have as it affects the currency of your gift cards
7. Upload your CSV file
8. You will see an option that allows you to map the columns of your CSV file to the fields in BHN
9. After you've mapped all the fields, click "Continue"
10. Click "Next >>"
11. On the summary page, you can see one "new contact" has been created
12. You can upload a file containing various types of contacts, both new and old, and they will be displayed under the corresponding tabs for review
13. Since we are creating the contact record but not yet awarding points, please turn off the email notifications unless you want the participants to be informed about their account creation
14. Click "Complete Import"
15. Click "View Contacts"
16. Here's the account we just uploaded
17. Scroll all the way to the right and click the "..."
18. Here you have the option to view the contact's history
19. Click here.
20. You can also edit the contact's info. If you need to make bulk edits, uploading a new CSV file is recommended
21. You can also manually adjust points. If you need to make bulk edits, uploading a new CSV file is recommended
22. Note: BHN doesn't NOT give you the option on how you want to handle blank cells.
I.e., Even if you are not updating the country, please ensure that the field is included in your CSV file. Otherwise, the original data you uploaded (USA) will be erased and replaced with a blank value
You can deduct points by entering "-5"
23. Click "Import Points Data" and follow the same steps as above
24. After uploading your file, you will see that there is one existing contact. This indicates that the points we added were for an existing contact
25. You'll likely want participants to know they've earned points for their participation, so be sure to enable the notification!
