Upload Recipients To Your Promotions
Upload Recipients to a Promotion
RewardsVault provides access to Upload a Single Recipient with only a few steps or Upload Multiple Recipients in minutes. It’s as simple as providing names, emails, quantities and an optional custom message.
Single Recipient
Step 1
Click ‘Add Eligible’.
Step 2
Enter the Recipient’s Information, quantity of rewards they should receive and an optional custom message.
Note: To add another recipient select ‘Add’ under the first recipient.
Step 3
The Vault identifies each unique recipient by their Email and First name. If a recipient has previously been added to the promotion and you try to add them again, or if you try to add a unique recipient twice, you’ll see error messages.
If you wish a unique recipient to qualify for a promotion more than once, and for separate accounts, toggle on ‘Allow Duplicate’ and select ‘Add Eligible’.
Step 4
Confirm Recipient was added to the promotion.
Multiple Recipients
Step 1
Follow steps 1 for Single Recipients above. Select the ‘Upload From CSV’ button.
Step 2
From the pop-up select ‘CSV Template’.
Step 3
Enter Recipient’s Information and quantities. Save the file to your computer!
Note: you can add up to 5000 Recipients per upload
Step 4
Input the saved CSV file, select the Account and click ‘Add Records’.
Step 5
The Vault identifies each unique recipient by their Email and First name. If a recipient has previously been added to the promotion and you try to add them again, or if you try to add a unique recipient twice, you’ll see error messages.
If you wish a unique recipient to qualify for a promotion again, toggle on ‘Allow Duplicate’.
Add an optional custom message and select ‘Add Eligible’.
Step 6
Confirm Recipients were added to the promotion.
