Bulk Awards

Bulk awards let you issue badges to hundreds or thousands of recipients at once by uploading a CSV file. The process has four steps with built-in progress tracking, pause/resume, and error handling.

Overview

The bulk award process follows four steps:

1. Configure — select the badge and options
2. Upload — prepare and upload your CSV file
3. Process — monitor progress as awards are created
4. Results — review outcomes and download reports

Step 1: Configure

1. Open the Awards page from the sidebar.
2. Click Bulk Award.
3. Select the badge you want to award using the badge picker.
4. Optionally configure:
   • Issued On — the date to use for all awards (defaults to today)
   • Expires — optional expiration date for all awards
   • Send Email — whether to automatically email each recipient after their award is created
5. Click Next.

Step 2: Upload CSV

CSV Format

The CSV file must have two columns: name and email. The first row should be a header.

name,email
Jane Smith,jane@example.com
John Doe,john@example.com
Maria Garcia,maria@example.com

Download Template

Click Download Template to get a blank CSV file with the correct headers. Fill it in with your recipients and upload it.

Upload

1. Click Upload CSV or drag and drop your file.
2. The file is validated before processing begins.

Validation Rules

Each row is validated:

• Name must be at least 5 characters
• Email must be a valid email address
• Duplicate emails within the file are flagged
• Empty rows are skipped

If validation errors are found, they are displayed with row numbers. Fix the issues in your CSV and upload again.

3. Click Next to begin processing.

Step 3: Processing

Once processing starts, you see a progress bar and live status:

• Progress bar — shows the percentage of rows processed
• Current row — which row is being processed
• Success count — how many awards have been created
• Error count — how many rows have failed

Pause and Resume

• Click Pause to temporarily stop processing. No new awards are created while paused.
• Click Resume to continue from where you left off.

Cancel

• Click Cancel to stop processing entirely. Awards already created are kept.

Error Handling

When a row fails (e.g. invalid data, monthly award quota reached):

• The error is logged with details
• Processing continues to the next row automatically
• Failed rows are collected for the results step

Page Refresh Recovery

If you accidentally close the browser or refresh the page during processing, the bulk award session is recovered when you return. Progress resumes from where it stopped.

Step 4: Results

After processing completes (or is cancelled), the results screen shows:

• Total processed — number of rows attempted
• Successful — number of awards created
• Failed — number of rows that failed

Download Reports

• Download Success CSV — a CSV of all successfully created awards with recipient names, emails, and verification URLs
• Download Failure CSV — a CSV of all failed rows with error details

Retry Failures

If some rows failed, you can download the failure CSV, fix the issues, and upload it again as a new bulk award to retry those recipients.