Click 'Add Eligible'.
Enter the Recipient's Information
Add a Custom Message (optional)
Click 'Add Eligible'
Confirm Recipient was added to promotion
Click ‘Add Eligible’
Click 'Upload from CSV'.
Click 'CSV Template'.
Enter Recipient's Information in the CSV. Save the file to your computer!
Click 'Browse Files' and select the saved file from your computer.
Select an Account and click ‘Add Records’
Add a Custom Message (optional)
Click 'Add Eligible'
Confirm Recipients were added to promotion