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How to Add and Save Contacts for Future Gifting

Keeping recipient details on file makes repeat gifting easy—whether it's for birthdays, anniversaries, or any other important occasion. This guide walks you through how to manually add contacts or upload a full list using a CSV file.

Note: The Contacts feature is available exclusively to corporate account holders.

If you're not yet set up with a corporate account, you can sign up here.

Using Your Contacts When Sending a Gift

Once your contacts are saved, you can select them directly when adding recipients through the Gift Genie — just click Add Recipients in Bulk and choose From Contacts to pick from your saved list.

Accessing Your Contacts

To get started, log into your account and go to your Happiness Dashboard. From there, click on "Contacts". 

Manually Add a Contact

If you're adding just a few recipients:

  1. Click "New Contact" > "Enter contact manually."

  2. Fill in the recipient's:

    • Contact Name

    • Email address

    • Phone number (optional, if you plan to send gifts via text)

    • Important dates (such as birthdays or anniversaries)

  3. Save the contact. They'll be ready for future gifting.

Upload a Contact List via CSV

To add a full list of recipients—like a client or employee list:

  1. Click "Upload a CSV list."

  2. Download one of the available CSV templates (Microsoft Excel or Google Sheets) to get the correct formatting.

  3. Complete the template with:

    • Contact Name

    • Email address

    • Phone number (optional, if you plan to send gifts via text)

    • Any milestone dates you'd like to track

  4. Save the completed CSV file to your computer.

  5. Return to the Upload a Contact List page and upload your file.

Make sure each column matches correctly. Green checkmarks will confirm that your data is aligned.

Once uploaded, your contacts are saved and ready to receive gifts with just a few clicks—no re-entry needed. It's a fast, reliable way to manage ongoing gifting for any occasion.

Still need help? Feel free to click the chat icon or submit a ticket — we're happy to assist!