Note: A Recipient Whitelist is a list of recipients uploaded by an Admin that sets boundaries on who may receive a reward from your Rewards Genius portal. 

  • To start, click the blue button in the top-right corner, then click from the drop-down menu.
  • Click the "Recipients" tab.
  • Click the "Download Recipients Template" button toward the top right of the screen.
  • Fill out the three requested fields on the downloaded template before saving it with a unique name. We suggest including the date in the file name.
  • Note: If rewards will be sent to Rewards Genius users, include those users in your Recipient Whitelist as well.
  • As a last step, email your recipients template to Our team will then complete the final steps of this process.

*Looking to learn even more about Rewards Genius? Sign up for our weekly webcast here!

Did this answer your question?