A recipients list is a roster of people, whether it be clients or employees, you are looking to send gifts to. Having a recipients list is extremely helpful for bulk gift sends - this way, you won't have to manually input reach recipient's details one by one.
When uploading your recipients list, you can do one of two things:
Upload your list to your general Recipients tab. Think of the Recipients tab as a main roster for you to refer back to and make any updates needed. Since they are in your roster, you can add them to any campaigns simply by searching their name or email.
Upload your list to a specific campaign. If you have a campaign for an special event for a specific group of recipients, uploading the list directly to your campaign is the easiest way to ensure that everyone on your list is included in your gift send. After you upload your recipients to your campaign, any new entries will automatically be added to your main Recipients tab (roster) for future gift sends.
Here is a video tutorial on how to upload your recipients list to a specific campaign.
The upload process will be the same under your main Recipients tab.
Below is a step-by-step on how to get your recipients list uploaded successfully:
Step 1) Log into the Dashboard and head to the Recipients tab
Step 2) Click on the "Upload File" button to upload your file.
You can either drag and drop the file or choose it from your computer. If you're unsure about the format of the file, you can use the "Example template" button to download a sample file.
When uploading the recipient file, it's important to include the required information for each recipient. The minimum required information includes the separate fields:
🌟 First Name, Last Name, Email or Phone Number, and Country (please use 2-letter country code). All other fields are optional. 🌟
If you're uploading for birthdays or hire dates for automated campaigns, please be sure to include the Hire Date field and/or Birthday field as well.
For hire dates, please use this format: MM/DD/YYYY
For birthdays, you can use the MM/DD format if there is no year listed - the system will automatically assign a year on the last step.
Step 4) Map your fields
Once your file is uploaded, you'll be taken to a mapping screen. Here, you'll need to match the fields in your file to the corresponding Snappy fields. Snappy is usually able to detect the correct fields automatically, but it's important to double-check and make any necessary adjustments.
There may be fields in your file that our Upload Wizard do not have. At this time, our system do not accept custom fields. If this is the case, please select "Ignore this column" and move forward.
Please Note: "Unable to automatically match" means that you will need to select the "Lookup matching fields" drop-down and select the field that we have in our system.
If there is no field that matches with your field name, please feel free to select "Ignore this column" since it is not required.
Step 5) Check for Errors
After mapping your fields, Snappy will show you any errors or inconsistencies in your file highlighted in pink. You can fix these errors directly in the mapping screen by clicking into the highlighted cell before confirming your upload.
Step 6) Complete your upload!
Once you've confirmed that everything looks correct, click on the "Confirm" button to finish the upload process. Your new recipient list will be reflected in your Snappy Dashboard instantly, and you can use the same process to upload or update existing recipient information as needed, as long as their email matches with what we have in the system.