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.
Click ‘Add Eligible’.
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.
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’.
Confirm Recipient was added to the promotion.
Follow steps 1 for Single Recipients above. Select the ‘Upload From CSV’ button.
From the pop-up select ‘CSV Template’.
Enter Recipient’s Information and quantities. Save the file to your computer!
Note: you can add up to 5000 Recipients per upload
Input the saved CSV file, select the Account and click ‘Add Records’.
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’.
Confirm Recipients were added to the promotion.