Important:
If the screenshots in this article don’t match your dashboard you might not be on Rise V2. Please go to this article.
Please note: If you're using the bulk tool for a one-time loyalty migration of from another platform, we recommend reaching out to our support team in advance to coordinate the process, and with reference to the tool pricing.
How to migrate to Rise.ai -
The first step in migrating to Rise.ai is determining the value of your existing loyalty points and deciding how many points will convert to one dollar.
Most loyalty programs operate on a point-based system, whereas Rise uses store credit as rewards. This approach simplifies the redemption process for customers, avoiding the confusion often associated with points. (You can read more about this topic here.)
Once decided, follow the steps below to continue the migration process -
Navigate to the Bulks tab in the Rise dashboard > Select Start from Scratch > Click Issue Bulk in the top-right corner.
Select Start from Scratch → Store Credit, then click Next to proceed.
Click on Download the Rise CSV template file to download the template.
The file will be an empty template containing the required columns to input the necessary information:
The file contains a few columns to fill in. Some are mandatory and some are optional.Customer name & Customer email: you can leave the ‘Customer name’ field blank, however ‘Customer email’ is mandatory.
Balance: This column is mandatory. Insert the gift card value without currency symbol - i.e only digits (no other characters).
** Note: $0.01 is the lowest amount you can set.Expires on: Insert expiration date in the requested format as , or leave blank if you do not want the store credit to expire.
** Ensure there is no confusion between the day and the month, based on the required template (DD/MM/YYYY).Note: This message is visible only to you and appears under the Customer Wallet section on customer pages:
Please note:
This process will generate new codes for each line in the file. If you’d like to upload wallets with existing codes and maintain those codes for each wallet, please contact our support team at info@rise.ai.
You can upload up to 10,000 codes at once. If you are planning to create a large number of wallets (over 10K) it's best to reach out to us beforehand. Also, it's important to note that exceptionally large files may take more time to upload so we recommend uploading a few days prior to the target date.
Please make sure you do not move, reorder, or rename any columns, else the uploading of the file will not be accepted.
Upload your final file.
* If the file does not match the exact criteria for the Bulk to work, an error will show:
If so, make sure to edit the file as requested and upload again.If the file is ready to load, you will see it approved:
Click Next to continue.
Fill in the finalized details of the current Bulk:
Bulk name: Name the Bulk.
Description: Describe the bulk for your internal notes.
Mark wallets as liability: choose this option if you would like the generated wallets to be counted as part of your liability within your Rise.ai reporting.
Click Next to continue.In the Review & Issue step, check the bulk details to ensure everything is correct before proceeding. Once confirmed, click Issue Bulk to complete the process.
When uploading the bulk file, a notification will appear on the screen to confirm the upload.
While running, the status of the bulk will be Pending, and when ready, it will be Issued -
A confirmation email will be sent to the email address written in the notification above.
To review the files, click on the button at the end of the row and download the desired file:
Note that while the Bulk is in "Pending" Status, clicking the button at the end of the bulk row will display a "Stop" option.
You can choose Stop to stop the bulk from running, but note that wallets that were already created are active and can be found in the Wallets tab.
Have more questions or any product feedback?
Feel free to contact us at info@rise.ai or in the chat box