Bulk Gift Sending: Do's and Don’ts

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

✅ 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