Bulk Upload is designed for sending rewards to more than 15 recipients. If your order is smaller you may still use Bulk Upload, but we suggest taking a look at our Standard Mode guide.

Additionally, if you are looking for our Mail Delivery Bulk Upload guide, you can find that here.

How to Place a Bulk Order (Email Delivery)

Click the Place an Order tab in the navigation bar on the left side of the screen. Then, click Upload Bulk Order

If your catalog has the option, you may select from either the Email Delivery Template or the Mail Delivery Template

Note: You can't include both email- and mail-delivered rewards in the same upload. 

Email Delivery Template Walkthrough

  • Select the Email Delivery Template, and open the Excel spreadsheet. Go to the Instructions and Examples tab at the bottom of the page for guidance on what each column is used for.
  • Required fields are highlighted in orange and include: ETID, Recipient Email, Recipient First Name, UTID and Reward Amount. Your available ETIDs and UTIDs can be found in separate tabs of the Bulk Order Template
  • Be sure there aren't spaces at the beginning or end of entered information because this will cause the file to fail.
  • When you are ready to start your order, make sure you are on the Order tab. Begin entering information on Line 2 of the excel sheet. Save your file with a unique filename each time you upload a new order. Note: To prevent duplicate order processing, Rewards Genius recommends each uploaded file to have a unique file name. If you attempt to upload a file with the same name as one previously uploaded, a warning message will display verifying if you wish to proceed.
  • If you add text in the "Reward Message" field, be sure to include the {{message}} dynamic tag in your email template. Otherwise, the message won't pull through to your reward email.

Uploading Your Bulk File

  • In your Rewards Genius portal, click Place an Order in the navigation bar on the left side of the screen. 
  • Click the Upload Bulk Order button on the top right-hand side of the catalog
  • Either drag your .xlsx or .csv file and drop it into the Drag & Drop section, or click the or, Select File button
  • If your file contains any errors, this will be indicated once the file is uploaded. Errors are broken down by line (row) number that corresponds to your file. Correct the indicated errors, and re-upload the corrected file. 
  • Once in your Shopping Cart, you can edit any of your recipient information by clicking the edit button, or delete them from your cart by clicking delete.
  • Click the Checkout button to get to the Checkout page. You can also clear your shopping cart by clicking the Delete All button toward the top-right corner of the screen.
  • When you're done editing and reviewing your order, click the blue Checkout button in the upper right-hand corner.
  • Click the final Place Order button to confirm your order.

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