In this guide, we'll teach you how to quickly and easily use the bulk upload feature for:
- Uploading bulk recipients with the same eGift card and value
- Uploading bulk recipients with different eGift cards, values and greetings
It's easy!
When creating a new order, make sure the “Buy & Send eGift Cards Via Prezzee” option is selected, and then select “Start”.
Above the list of recipients, select “Bulk Add”.
Uploading bulk recipients with the same eGift card and value
1. After selecting “Bulk Add” above the list of recipients, you will then be asked if you want to send the same eGift card and the same value to everyone; select "Yes"
2. In the next step, you'll be introduced to what you need for your CSV file. Select “Download .CSV / Excel template” to complete with the details of the recipients you need to bulk upload.
3. The template will appear populated with an example default recipient named Clara to help you understand what you need to fill in.
The template will appear populated with an example default recipient named Clara to help you understand what you need to fill in. Remove Clara's details and begin to fill out the file according to the instructions in the CSV Template screen.
Here are some more details around what needs to be filled out on the template:
- Recipient’s first name - Enter the first name of the recipient of the gift
- Recipient's email address - Enter the recipient’s email address. Ensure the email address format is valid
- Recipient’s phone number (optional) - Enter the recipient’s mobile phone number if you wish to send an SMS confirmation to them. Leave the column blank if you do not wish to send the SMS.
4. Now that you have filled out the CSV file, make sure to save it in CSV format. Next you will upload it via the CSV Template screen.
You can click on the “Upload a completed template” section, where you can select the template from your computer to upload. Alternatively you can drag and drop the template from your computer onto that section to upload it.
5. If the template has been uploaded successfully, the following screen will be displayed. When “OK” is clicked, all the recipients and their details contained in the template will be uploaded to the recipient table successfully.
If the template has errors, an error message will appear to outline what they are. Follow the instructions to fix these errors and upload again once solved.
Uploading bulk recipients with different eGift cards, values and greetings
1. After selecting “Bulk Add” from the list of recipients, you will then be asked if you want to send the same eGift card and the same value to everyone; select "No".
2. In the next step, you'll be introduced to what you need for your CSV file. Select “Download .CSV / Excel template” to complete it with the details of the recipients you need to bulk upload.
CSV Template screen
3. The template will appear populated with an example default recipient named Clara to help you understand what you need to fill in.
Remove Clara's details and begin to fill out the file according to the instructions in the CSV Template screen and also by selecting the “View our eGift Card IDs” button.
eGift Card ID screen
4. Selecting the “View our eGift Card IDs” button from the CSV Template screen will present a list of gift card names and the associated Card ID’s you need to copy over.
The list of Gift cards will be searchable by their name. Gift cards with the same name will be distinguished by their card image and unique Card ID.
Select Copy ID to copy over the value to paste into the “Card ID” column of the spreadsheet
The list of applicable Card Value options for the gift card will be displayed to enter or copy/paste into the CSV template.
Clicking “Back” will navigate you back to the CSV Template screen.
Here are some more details around what needs to be filled out on the template:
- Recipient’s first name - Enter the first name of the recipient of the gift
- Recipient's email address - Enter the recipient’s email address. Ensure the email address format is valid
- Recipient’s phone number (optional) - Enter the recipient’s mobile phone number if you wish to send an SMS confirmation to them. Leave the column blank if you do not wish to send the SMS.
- Card ID - This is a unique reference that must be included to identify the specific gift card the recipient will receive. Refer to the eGift Card ID screen to find the correct one to use.
- Gift Card value - Enter the amount of the gift card the recipient will receive. It must be in whole numbers and correspond to valid values for the particular gift card. Refer to the eGift Card ID screen to find the applicable values to use.
- Greeting Card message - Add your gift message that the recipient will receive (this can be up to 1000 characters)
The example below shows the details to be filled out for 5 different recipients:
5. Now that you have filled out the CSV file, make sure to save it in CSV (or alternatively in XLS / XLSX) format. Next you will upload it via the CSV Template screen.
You can click on the “Upload a completed template” section, where you can select the template from your computer to upload. Alternatively you can drag and drop the template from your computer onto that section to upload it.
6. If the template has been uploaded successfully, the following screen will be displayed. When “OK” is clicked, all the recipients and their details contained in the template will be uploaded to the recipient table successfully.
If the template has errors, an error message will appear to outline what they are. Follow the instructions to fix these errors and upload again once solved.
Note that this process can be done multiple times for the same order - for example you can bulk upload additional recipients to an order with recipients already added to it.
Bulk uploading saves time and work and can be very helpful when you have a lot of recipients. We hope this guide will be useful to you and your team!
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