Bulk Add Payout Groups to a Template Term

If you know which payout groups you want to create, you can bulk upload them to the template term.

1. From the left navigation bar, select [Engage] → Contracts → Template Terms.

2. Select Create Template Term.

3. From the Event Type [Drop-down menu], select the Event Type this template term will be for.

4. To bulk add Payout Groups, select [Toggle on] Set up customized payout groups → Import.

   • Upload a .XLS, .XLSX, or .CSV file.

     Note: The maximum number of payout groups you can upload at once is 4,000. If your file exceeds this, you’ll need to split it across multiple uploads.

   • See the Payout Group File Format for accepted values and an example file on sheet 2.

   • If you have multiple payout rules, you can drag them around to change their rank after you upload them.

   • To set multiple rules in one rank, put each rule in square brackets ( [] ) and connect them with AND, as seen below:

     

   Important: The file format you submit must include the column headers Payout Type, Payout Value, Rules, and Bonus. If one or more of these headers don't match exactly, the submission will result in an error.

5. Continue creating your template term.