---
title: "Bulk Gift Sending: Do's and Don’ts"
description: Learn best practices for sending gifts to a group—what to do, what to avoid, and how to keep things organized and smooth.
---

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2. [Sending & Managing Recognition](https://docs.caroo.com/help/sending-managing-recognition?hsLang=en)

June 17, 2025

# Bulk Gift Sending: Do's and Don’ts

## Tips to ensure a smooth experience when sending gifts to a group.

Sending gifts to a large group is a great way to recognize birthdays, holidays, project wins, or employee milestones at scale. But to make it seamless, it’s important to follow a few key best practices—and avoid common pitfalls.

### ✅ **DO: Use a clean, properly formatted CSV**

- Include required fields: **First Name**, **Last Name**, **Email**, and **Group (optional)**
- Avoid special characters or extra spaces in headers or cells
- Double-check for duplicates, typos, or missing fields

💡 Use the platform’s **CSV template** for easiest upload.

### ✅ **DO: Assign recipients to a group**

- Create a descriptive group name (e.g., “Q4 Anniversaries,” “New Hires June 2025”)
- This helps with **tracking**, **resending**, and **reporting**
- You can always filter gifts or resend links by group later

### ✅ **DO: Use Recipient Choice for flexibility**

- With large groups, preferences vary
- Recipient Choice collections remove the guesswork and ensure each person picks something they’ll enjoy
- Reduces support inquiries and improves satisfaction

### ✅ **DO: Preview and schedule ahead of time**

- Use the **schedule later** option if you're planning a future send
- Gives you time to review details and make edits before gifts go out

### ❌ **DON’T: Upload a file without checking data quality**

- Missing or invalid emails will cause failures
- Incorrect group names can result in disorganized tracking
- Incomplete data = recipients won’t receive their gift properly

### ❌ **DON’T: Send bulk gifts without communication**

- Consider sending a **heads-up email or Slack message** to your team so they know to expect something
- Helps prevent confusion or “spammy” perceptions

### ❌ **DON’T: Forget to check statuses post-send**

- After your bulk gift is sent, use the **Orders tab** to: 
    - Monitor delivery status
    - Resend unclaimed links
    - Track gratitude and thank-you notes

### 🔍 Sample Use Cases for Bulk Gifting

| Scenario | Best Practice |
| --- | --- |
| New hire cohort | Use a contact group and schedule ahead for first-day delivery |
| Holiday gift to 100+ employees | Use Recipient Choice and tiered collections by location or tenure |
| Quarterly team reward | Group recipients by department and track response rate by group |

- [Getting Started](https://docs.caroo.com/help/getting-started?hsLang=en)
- [Sending & Managing Recognition](https://docs.caroo.com/help/sending-managing-recognition?hsLang=en)
- [Gifts, Recipient Choice & Personalization](https://docs.caroo.com/help/gifts-recipient-choice-personalization?hsLang=en)
- [Orders, Tracking & Delivery](https://docs.caroo.com/help/orders-tracking-delivery?hsLang=en)
- [For Recipients](https://docs.caroo.com/help/for-recipients?hsLang=en)
- [Account, Billing & Administration](https://docs.caroo.com/help/account-billing-administration?hsLang=en)
- [FAQ](https://docs.caroo.com/help/faq?hsLang=en)

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