Managing Gift Recipients

How to add & manage gift recipients

4 articles

How to Use the Recipient Upload Template

How to Upload Gift RecipientsAdding recipients to your Snappy dashboard/campaigns.

How to Update Your Recipient ListPeriodically update your roster to ensure active employee records and stop automated milestone gifts for terminated staff.

Troubleshooting Recipient UploadsIf your file is getting rejected or showing pink error cells, check these common culprits.