Bulk Recognitions Overview

Sending Recognitions to large groups of staff can be a time-consuming task. Recognize's Bulk Recognition feature is a great way to send Recognitions to multiple employees for events like Employee Appreciation day or Company-wide achievements. This convenient feature is included in our Enterprise package (4 Bulk Recognitions) or is available for purchase as an add-on feature to our Startup and Mid-Market Packages. 

Before initiating a Bulk Recognition that involves points, double check to ensure that you have enough funds in your Rewards funding account to cover any potential redemptions. If you need to top up, please reach out to accounting@recognizeapp.com.

Use the links below to jump to instructions for each topic:

How to Send Bulk Recognitions

Adding/Correcting Recognitions via Bulk Recognition Import

How To Send Bulk Recognitions

1. Select the badge that you would like to send. If you would like to create a new badge specifically for a Bulk Recognition, you can find out how to do that here
    
   • Note: If you would like to limit access to this badge to Managers and/or Company Admins, don't forget to add that Role to the badge. Learn more about Roles here
      
2. Download the 'Bulk Recognition' template. The file is available here
3. Populate the following fields for each recognition:
    
   • Sender Email (the person sending the Recognition - REQUIRED)
     • Note: If you are resending an Anniversary or Birthday recognition, the sender email must be "app@recognizeapp.com"
     • Note: The sender of the Recognition must be an active user in Recognize and have permission to send the badge in question
        
   • Recipient Email or Phone Number (person receiving the recognition - REQUIRED)
      
     • Note: The recipient must be an existing user. If the 'Recipient Email/Phone' field is blank or if the formatting does not match between your file and your account, this will result in failures. If using a recipient phone number, it is recommended that it be entered in standard E.164 format. International numbers outside of the US must be in E.164 format, although domestic numbers are accepted in multiple formats such as (xxx)-xxx-xxxx or xxx-xxx-xxxx.
     • See below screenshot for reference on where to view the formatting of user phone numbers in Recognize.
       
       
       
        
   • Badge (corresponding recognition badge - REQUIRED) - must be filled in for each entry
      
     • Note: The badge name must match EXACTLY with the badge name in Recognize. For example, if the badge is named "Employee Appreciation Day", enter "Employee Appreciation Day", not "Employee Appreciation Day Badge"
        
   • Message (optional, but recommended!) - optionally fill in for each entry
   • Points (optional; associated point value of Recognition) - optionally fill in for each entry
     
     
     
      
4. Upload the completed 'Bulk Recognition' template in Company Admin > Documents > Uploads. Make sure to include a description of the file.
   
   
   
    
5. Email us at support@recognizeapp.com and let us know the following:

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  • The name of the file that you uploaded to Recognize
  • If you would like us to upload the Bulk Recognition publicly or privately
  • If you would like us to send a notification email to recipients
  • The date/time you would like us to run the Bulk Recognition. If you would like the Bulk Recognition run ASAP, please allow 1-3 business days for completion. Please confirm the date with support if you need your Bulk Recognition run at a specific date/time.

After we have these details, an invoice will be sent to you, if applicable.

Adding/Correcting Recognitions via Bulk Recognition Import

If you'd like to send retroactive Recognitions for multiple users (or add points to users who were missing points after a data migration), you're welcome to use Recognize's bulk import option.

1. Download the 'Bulk Recognition' template. The file is available here.
    
2. Populate the following fields for each recognition: 
    
   • Sender Email (the person sending the Recognition)
     • Note: if you are resending an Anniversary or Birthday recognition, the sender email must be "app@recognizeapp.com"
   • Recipient Email (person receiving the recognition)
   • Badge (corresponding recognition badge)
     • Note: The badge name must match EXACTLY with the badge name in Recognize. For example, if the badge is named "Employee Appreciation Day", enter "Employee Appreciation Day", not "Employee Appreciation Day Badge"
   • Message (optional, but recommended!)
   • Points (optional; associated point value of Recognition)
     
     
      
3. Upload the completed 'Bulk Recognition' template to Company Admin > Documents > Uploads. Make sure to write a description of the file.
   
   
    
4. Email us at support@recognizeapp.com and let us know if you would like us to upload the recognitions privately or publicly and if you would like a notification email to go out to recipients or not. Please allow 1-3 business days for completion.