Sending Bulk Invitations Tutorial

Sending invites to your team is a major piece of being able to recognize and reward them for their training efforts! For team members greater than 5 people, we recommend this bulk invite via the .csv invite option:

  1. After being granted Admin access, log into the Spiffy Dashboard using the same credentials you use to sign in to the app, here:
    https://dashboard.withspiffy.com/home/
  2. Toggle to the Team Members section of the Dashboard menu, found on the left-hand side of the screen.
  3. Click the 'Invite from .CSV' button at the top of the page. 
  4. Download the email CSV template.
  5. Once the file downloads, open it and input the information requested for each team member before saving the file as a .csv extension.
  6. In the Dashboard CSV invite pop out (the same place you downloaded the template), upload the csv file and click 'Upload'

These employees will then receive invites to the numbers or emails that you used in the invite. You can view employees that have yet to accept their invites in the 'Outstanding Invites' section (and resend them from here as well)