Uploading a list of Pre-loaded Recipients makes sending recognition faster and more accurate—just start typing a name and the system fills in all their details.
In this guide, you’ll learn how to upload and manage contacts in your Workspace so gifting becomes smooth, efficient, and neatly organized by adding helpful notes like department or business unit.
Here’s how you can set it up:
1. Login to your Guusto account
2. Navigate to Workspaces
3. In the sub-menu, select Settings
4. From the drop-down menu at the top left of the page, select a desired Workspace
5. Proceed to the Pre-loaded Recipients tab
6. Input recipient details (Full Name, Contact Info etc).
*Optional - Add Notes to the specific common recipient (ie: department, biz unit etc). When buying gifts, the note will be automatically attached to the gift and will help you when tracking different cost centres.
7. Click ‘Add Recipient’ to add individuals manually. To remove someone from your Pre-loaded Recipients list, click the ‘x’ next to their name.
8. To upload a list of Pre-loaded recipients, click Import List and follow the given instructions
Now whenever you start typing the name of someone who's in your list of Pre-loaded recipients, our system will auto-populate all their details for you!
