Please use these instructions and watch the video below to issue bulk spot rewards to your employees from the Wishlist portal. This functionality is available to all Program Admins on the account.
Instructions
Log into your Wishlist Portal.
On the left-hand side of your Wishlist portal, click the down arrow next to the “Reward Someone” button and select "Send Bulk Rewards".
Download the “Bulk Send” Excel template. Further instructions on how to fill out the template are provided on Tab 1 of the Excel template.
Fill out Tab 2 in the Excel template with the required information to send your spot rewards.
Please note:
Once you have finished filling out the template, save the document with the same name it was downloaded with, and upload it back into the Wishlist portal.
Click the “Review” button, and our system will check for any submission errors. (If there are any errors, the system will indicate what needs to be changed before starting the upload process again).
After you have reviewed the information, click the “Send Now” button.
After the request has been submitted, our system will process the request automatically. Once finished, our system will send you a confirmation email.
Tutorial video: https://youtu.be/HUcWTYaP_L4
Timing Logic
If the delivery date column is left blank - The invites are created and scheduled to send immediately.
If the delivery date column is filled with the current date - The invites are created and scheduled to send at 3 AM UTC, i.e. 9 AM MST (considering no daylight savings).
If the bulk upload is done before 3 AM UTC, the rewards will go out at 3 AM UTC.
If the bulk upload is done after 3 AM UTC, the rewards will go out immediately.
If the delivery date is in the future - The rewards will go out at 3 AM UTC on the future date.