Creating groups allows you to send gifts to specific groups of people without sending to all of the company recipients in your account.
There are a couple ways to create a group.
With recipients already uploaded to your account
Importing a new list of recipients
Creating Groups
To create a group, select Recipients up at the top then click Groups from the dropdown menu.
You'll have one group of recipients in your account to get started - All Company Recipients. This group will contain all recipients you've uploaded into your account.
To create a group click the blue Create Group button on the upper right hand side of this page.
From there, a box will open to name your group. Type in your desired name, click Create Group and you're all set.
New groups can also be created when importing a list of recipients.
Select Recipients up at the top then Import, Upload CSV from the dropdown menu.
Next, click Download Template. Open the file and add your data under the correct header columns.
Once your file has been uploaded, select Create a Group from the drop down menu.
From there, a box will open to name your group. Type in your desired name, click Create Group and you're all set.
