How do I invite a beneficiary to the Gifts and Benefits programme?

By inviting recipients to the gifts and perks platform, you allow them to access the CSE offers on their Swile account 🎁.

💡New: You no longer need to invite recipients to the Gifts and Perks area in order to credit them with a grant: How do I credit my recipients with gift vouchers?

To invite your recipients to the Gifts and Perks area, you have two options:

• 👉 Invite your recipients to the platform (one by one) from the Recipients menu. They’ll be able to activate their perk and access the CSE offers. This does not trigger a card order, regardless of your account settings.

• 👉 Invite your recipients to the platform in bulk (using a CSV file), from the Recipients menu.

  ✍️ Invite your recipients manually

  If you have only a few recipients to invite and want to add them one by one.

  1. Click on Invite recipients from the Recipients tab.
  2. Choose the option “by manually entering each new recipient”, then click Add.
  3. For each recipient, enter the following information: surname, first name, email, role (member or admin).
  4. Once you’ve entered each recipient, click Continue to choose the invitation delivery date. Once their account is created, your recipients will be able to access the Perks area.
  5. Check and confirm the invitations at the Summary step, and click Confirm.

  📃 Invite your recipients via CSV file

  If you have a large number of recipients to invite.

  1. Click on Invite recipients from the Recipients tab.
  2. Choose the option “by importing a .csv file” then click Add.
  3. Download the template and fill it in by completing the following columns: surname, first name, email, role (member or admin). ℹ️ Enter “admin” if the recipient should also have access to the admin area, or leave the cell blank for a standard recipient.
  4. Upload your completed .csv file, and click Add. ℹ️ If your file contains errors (typos, unsupported characters), you can correct them directly in the invitation interface.
  5. Once you’ve entered each recipient, click Continue to choose the invitation delivery date. Once their account is created, your recipients will be able to access the Perks area.
  6. Check and confirm the invitations at the Summary step, and click Confirm.