A "Recipient List" is your roster of people to gift. Uploading a list saves you from entering details one by one.
*Need a template? Use the one found at the bottom of this page!
Where to Upload
You have two options for uploading your list:
To a Specific Campaign
Best for a specific event (e.g., "Holiday Party"). Note: New contacts uploaded here are automatically saved to your main roster.
To the Main Recipients Tab
Best for managing your primary roster or making general updates.
Prepare Your File (CSV)
Download the CSV template at the bottom of this article. Before uploading, ensure your spreadsheet has these required columns:
First Name
Last Name
Email (or Phone Number)
Country (Use the 2-letter code, e.g., "US", "GB", "CA")
For Automated Campaigns, add:
Hire Dates: Must use
MM/DD/YYYYformat.Anniversaries: Must use
MM/DD/YYYYformat.Birthdays: Must use
MM/DDformat (Year is optional).
Step-by-Step Upload Guide
Step 1: Upload
Click the "Upload File" button in your Recipients tab or Campaign flow. Drag and drop your CSV file.
Recipient Tab:
Campaign Flow:
Step 2: Map Fields
Match the columns in your file to Snappy's system fields.
Note: If you have extra columns Snappy doesn't use (like "Department ID"), simply select "Ignore this column".
Step 3: Check for Errors
The system will highlight any data issues in Pink. You can click on the cell to fix typos directly on the screen.
Step 4: Confirm
Click "Confirm" to finish. Your recipients are now ready for gifting!
🖥️ Video Tutorial
Snappy Recipient Upload Template
See below.