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 firstname.lastname@example.org. Our team will then complete the final steps of this process.
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