Customer Center.
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How To Add Recipients

- CLICK HERE -
if you have an active promo

- CLICK HERE -
to send instant rewards

Upload Recipients To Your Promotions

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, and an optional custom message.

Single Recipient

Step 1

Click 'Add Eligible'.

In the Active Promotions Widget on your main Dashboard
On the individual promotion page

Step 2

Enter the Recipient's Information

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, click on ‘Allow Duplicate’.

Step 4

Add a Custom Message (optional)

Step 5

Click 'Add Eligible'

Step 6

Confirm Recipient was added to promotion

Multiple Recipients

Step 1

Click ‘Add Eligible’

In the Active Promotions Widget on your main Dashboard
On the individual promotion page

Step 2

Click 'Upload from CSV'.

Step 3

Click 'CSV Template'.

Step 4

Enter Recipient's Information in the CSV. Save the file to your computer!

Note: you can add up to 5000 Recipients per upload

Step 5

Click 'Browse Files' and select the saved file from your computer.

Step 6

Select an Account and click ‘Add Records’

Step 7

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, click on ‘Allow Duplicate’.

Step 8

Add a Custom Message (optional)

Step 9

Click 'Add Eligible'

Step 10

Confirm Recipients were added to promotion