Saving recipients in your Giftogram account is not required to send gifts. For the quickest way to send gifts in bulk, please refer to this article to learn how to upload a list at checkout.
What properties are required to create a saved recipient?
Required fields
First name
Last name
Email address
For Smart Campaigns
Smart Campaigns automatically trigger gifts to be sent on key days as they pass. Check out this article to learn more about how to set up Smart Campaigns. Creating smart campaigns
Birthday - mm/dd/yyyy
Hire date - mm/dd/yyyy
Tip: Years are only required when campaign frequency is set for milestones.
Custom properties
To review all the fields provided in your account, please download a copy of our import template here: Giftogram Recipient Import Template.csv.
Any custom properties can be included by creating them in the Recipient Properties section of your account settings.
How to create saved recipients
You can create saved recipients in your account in two ways. Recipients can be added in bulk by importing a CSV file or individually by manually entering their information.
Import recipients
Navigate to the Import button at the top of the Recipients section of your account.
Browse for your recipient file or drag & drop your file onto the page.
Use the dropdown above each column to match the title with your data.
Mark unused columns as Ignore.
To add this import to a group, select a group from the drop-down or click Create a Group to make a new group from your import.
Enable the Sync Recipients setting to update your existing recipient data.
Begin your import by clicking Import Recipients at the bottom of the page.
Note:
Enabling Sync Recipients will deactivate recipients not included in the current import and cancel all pending gifts scheduled for those recipients.
Import times may vary depending on the size of your file. Once your file has been processed, a summary report will be emailed to you to let you know it is complete.
Create a recipient
Select Create Recipient at the top of the Recipients page to add an individual recipient.
