A recipient is a client or employee to whom you wish to send a gift! To add recipients to your Dashboard, you have several options:
Upload file (link to article): Manually add recipients by using the “Upload File” feature on the recipient’s tab. Here's how to do it:
Click on the “Upload File” button.
Drag and drop your file or choose the file from your computer.
Map the fields to the corresponding Snappy fields and confirm the upload.
Manual Input: Recipients can be manually added in various locations on the Dashboard:
Recipients tab: Click on the plus icon or upload a file to manually add recipients.
Automated & Scheduled campaigns: Upload a recipient file directly into the campaign which will sync with your overall recipient list.
Send Gifts flow: On the Recipients step of the flow, click on the plus icon or upload a new file to manually add new recipients.
HR integration: Automatically sync your HR system with the Dashboard to update your recipient list every 24 hours. Reach out to our live chat team to learn more!