How to Manually Add Residents/Customers

How to Manually Add Residents/Customers

Opiniion integrates with various Property Management Software and CRMs to automatically upload your residents/customers into Opiniion. However, should the need arise, you have the ability to add residents/customers either one at a time, or in bulk.


How to Manually Add an Individual Resident/Customer


To add a single resident/customer manually, select the "Add Resident/Customer" button and fill out all required fields before clicking "Confirm." Don't forget to select a campaign for your new resident/customer. Please note, this campaign will send immediately.


How to Bulk Upload Residents/Customers



To upload a list of residents or customers, select the "Bulk Upload" button, choose the appropriate CSV file, and select the appropriate option from the drop-down menu. If "Subscribed" is selected, the campaign selected will immediately send to the list.

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