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How to Upload and Manage Recipients

Easily upload your team, organize contacts, and prepare for seamless gifting.

Before you send a gift, you'll need to add your recipients. Whether you're recognizing a single person or managing a full campaign, uploading and organizing your contacts helps ensure smooth, personalized recognition.

🛠 How to upload recipients

You can add recipients in two ways:

✅ Option 1: Upload a CSV file

  1. Go to the Contacts tab

  2. Click Upload Contacts

  3. Download the sample CSV template (recommended)

  4. Fill in recipient details: Name, Email, Group (optional), etc.

  5. Upload your file and confirm the field mapping

  6. Click Submit and wait for confirmation

💡 Tip: Include a group name in your CSV to segment recipients by team, location, or campaign.

✅ Option 2: Add recipients manually

  1. Navigate to the Contacts tab

  2. Click Add Recipient

  3. Enter first name, last name, and email address

  4. Assign them to a group (optional)

  5. Click Save

📂 Organizing recipients with groups

Groups help you:

  • Send bulk gifts (e.g., birthdays, work anniversaries)

  • Track campaigns by department or location

  • Schedule recurring gifting moments

You can create and manage groups in the Contacts tab or directly during gift setup.

🔄 Editing or updating recipient info

  • Click on any recipient's name to view their profile

  • Update contact details, preferences, or group assignments

  • If a recipient completes their Care Profile or Wishlist, their preferences will auto-populate

🧠 Pro Tips

  • Use descriptive group names (e.g. “Q3 Birthdays,” “Sales Team – East”)

  • Encourage recipients to fill out their profiles for better gift personalization

  • Keep your CSV clean—watch for extra spaces, missing emails, or formatting issues