You can manage recipients directly under Settings > Recipients, or while creating a specific campaign in the Snappy dashboard. This article explains how to upload recipients to a campaign.
Choosing the Right Method
Enter manually when: You have fewer than 5 people or need to send a quick one-off gift.
Use CSV upload when: You have 5 or more recipients, are launching a multi-department campaign, or need to upload birthday/hire dates for recurring automations.
Download & Fill Out the Template
Download the File: Click the attachment at the bottom of this article, or directly from your Dashboard during the upload step.
Add Your Recipient Info: Plug in your team's details while following our formatting guidelines:
Field | Format / Rules | Required? |
First & Last Name | Text | Yes |
Email Address | standard@email.com (Must be unique) | Yes (unless using SMS/Links) |
Country Code | 2-Letter ISO Code in CAPS (e.g., | Yes |
Phone Number | Digits only for SMS delivery (no spaces, dashes, or parentheses, e.g., 1234567890) | Optional (or alternative to Email) |
Hire Date / Birthday | MM/DD/YYYY format (Required for automated milestone campaigns, e.g., 01/02/2027) | Optional (unless automated) |
Step-by-Step Upload Guide
Upload to Dashboard
Best for managing your primary roster or making general updates.
To access this section, click on the Settings icon ⚙️ in the upper right corner, then select the Recipients tab.
Upload your file, or add individual recipients
For individual additions, click on + Add New Recipient.
For uploading a list, click the "Upload From File" button in your Campaign flow, or drag and drop your file into this section.
For Uploading a File
Map Fields
Once your file has been uploaded, the system will ask you to map the 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".
Check for Errors
The system will highlight any data issues in pink.
Click into the cell to fix typos directly on the screen.
Confirm
Click "Confirm" to finish. Your recipients are now ready for gifting!
Upload Directly to a Campaign
Best for a specific event (e.g., "Holiday Party"). Note: New contacts uploaded here are automatically saved to your main roster.
When you create your campaign, you will reach a section called Recipients.
For individual additions, click on + Add New Recipient.
For uploading a list, click the "Upload From File" button in your Campaign flow, or drag and drop your file into this section.
If uploading a file, follow the instructions listed above under "Uploading a File".
You've now added recipients to Snappy!