How to Add Contacts

Adding contacts to your account makes it easy to send recognition to individuals or groups. You can add contacts one-by-one or upload multiple at once using two different methods:

• Bulk Add by Copy & Paste (fastest)
• Upload a Completed CSV Template

Follow the steps below to get started.

Method 1: Bulk Add Contacts Using Copy & Paste

This is the quickest way to add multiple recipients at once, especially if you already have a spreadsheet with names and emails.

What you need

A spreadsheet with three columns, in this order:

Steps

1. Go to Contacts in the top navigation bar.
2. Click Add Contact.

1. In the Email field of the first row, click into the first cell.
2. Select all three columns in your spreadsheet and copy them (⌘ + C on Mac or Ctrl + C on PC).
3. Paste directly into the first Email field (⌘ + V / Ctrl + V).
4. The platform will automatically populate all rows with email, first name, and last name.
   
5. Review entries and click Save (X) Contacts.

💡 Tip: If any formatting issues occur, toggle “Only rows with errors” to review and correct quickly.

Method 2: Upload a CSV File

If you prefer a structured file format or need to include additional fields later (like shipping addresses), uploading a CSV is a great option.

Steps

1. Download the CSV template by clicking Download CSV template on the Add Contacts page or Click Here

2. Open the CSV and fill in:

   • Email

   • First Name

   • Last Name

3. Save the file.

4. Return to Contacts → Add Contact

5. Select Upload completed CSV

6. Review imported rows and click Save Contacts.

Which Method Should I Use?

Troubleshooting