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Uploading and adding contacts to Giftbit

Learn how to add contacts to Giftbit using file uploads to help with bulk sending

Written by Andrew Flaro
Updated over 2 weeks ago

In order to send rewards by email in Giftbit, you need have contacts added to the system. You can add contacts individually or upload a list of many contacts at once.

Using contact upload allows you to send a large batch of rewards of the same value without having to enter emails one at a time, and better see how a specific campaigns or sends are performing.

What contacts need

At a minimum, each contact must have an email address. You can also include:

  • First name (optional)

  • Last name (optional)

Including a first name can help personalize rewards when they are sent.


Prepare your contact file

To upload multiple contacts at once, you need a file in one of these formats:

  • CSV (comma-separated values)

  • TSV (tab-separated values)

  • XLSX (Excel)

What your file should include

  • One column for email

  • Optional columns for first name and last name

    • You can also include both in one column as full name

You do not need header labels like "Email" and “First Name” at the top of columns.

💡Make sure email addresses are complete and correct. Extra spaces or formatting issues can cause upload errors.

Upload Contacts to Giftbit

With your file ready, follow the below instructions to upload your contact file.

  1. Go to Contacts in the left menu.

  2. Click Import contacts in the top-right corner.

  3. Upload your CSV, TSV, or XLSX file.

  4. In the mapping screen, match each column to the correct label:

    • Email

    • First name (if present)

    • Last name (if present)

  5. Add a tag to the contacts so you can filter and find them later.

    • If you don’t add a tag, Giftbit will use the current date as the tag by default.

    • More information on tags can be found here.

  6. Review the contacts and click Upload.

Depending on file size, the upload can take a few seconds to a couple of minutes.

When the upload is complete, you will see a summary showing how many contacts were added. If any rows failed during upload, you can download an error file that shows which contacts failed and why.


Common Issues

If there are any problems with the upload's contents, a message will appear "A file with error details can be downloaded here" which will provide a pop-up explaining what failed.

  • Your file is not in CSV, TSV, or XLSX format

  • Columns were not mapped correctly

  • Some email addresses were malformed

  • Formatting or hidden characters interfered with the upload

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