This article walks you through uploading a recipient list when sending rewards in bulk. Click here for a video tutorial on how to send a bulk reward order!
Note: If sending rewards to or through workplace emails, you may want to contact your IT department to whitelist emails from @guusto.com addresses. If your company has strict firewall filters, reward emails may land in the junk/spam folders.
1. Navigate to the Send Rewards section using the navigation menu.
2. Fill in the order details on the Order page and click on the Next Step button.
3. On the Delivery page, click on the Bulk Add Recipients button.
4. Download the .CSV Template using the Bulk Add Recipients button in the Upload Recipient List modal that pops up.
Important Note: Do not make any changes to the column headers in the CSV file. Any changes to formatting will not allow the CSV file to be uploaded successfully.
5. Fill out Reward Recipient details in the CSV Template using a spreadsheet application. Use the exact format listed below.
The following fields are required for each Reward Recipient:
First Name
Last Name
Email: [email protected]
Reward Value: a value amount without the $ symbol (it will round to the nearest dollar amount; decimal values aren't valid)
The following fields are optional for each Reward Recipient:
Phone: 555-555-5555
Reward Message: This message will appear to the recipient
Reason: Must match an existing Team Reason or 'Other'
Internal Notes: Write any internal notes you wish (e.g. Recipient's department)
Custom Notes: Must match an existing Team Recipients Notes or 'Other'
Language: en or fr (leave blank for default English)
Delivery Date: YYYY-MM-DD (leave blank to deliver immediately)
Manager: Enter the email address of a manager in this field to notify a manager about the reward being sent. [email protected]
Sender Name: This name will appear as the Sender's Name to the recipient on their reward.
6. Save the template as a .csv file using your spreadsheet application.
7. Upload the filled-in CSV Template to our platform by clicking Upload file on the final step of the Upload Recipient List modal.
8. Click Confirm to continue and you will see all your recipient data loaded on the Delivery page.