Create a Bulk Order With Excel

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As part of our new checkout experience, we have made creating a bulk order easier!

 

  1. From your account dashboard, click Start Order and click Buy & Send eGift Cards Via Prezzee” - this is when we will send gifts to your recipients for you. You just need to provide their details.
  2. In the panel where you add recipient details, there is a button for Bulk Add Recipients - click on this button and it will trigger a pop up asking you: Do you want to send the same gift card with the same value?
    • If Yes, you’ll be taken through a journey to fill out a simple spreadsheet which only requires your recipients’ names and email addresses (mobile number is optional)
    • If No, you’ll be taken through a journey to fill out a spreadsheet requiring more information such as the gift card name, value, and greeting message.
    • Both journeys will allow you to download a template for you to fill in.
  3. Once you fill out your template and upload the completed template, our system will identify if there are any errors.
  4. We will then display what errors (if any) there are and we will give you the option to fix the errors in the template yourself and reupload it, or you can fix the errors within our web interface.
  5. Fixing the errors within our web interface is simple - you will be able to filter to show only the rows which have errors.
  6. The fields with an error will be highlighted in red and as you hover over the field, it will show you what the error is and how to fix it.
  7. You’ll be required to fix all the errors before you can proceed to customise your greeting card.
    • Ensure all error highlighted fields are no longer there - there will be a green banner indicating that all recipients are complete.
  8. Once you are ready to select the eGift card for multiple recipients, please follow the below steps.
     a. Use the check box on the left and select the recipient
     b.  Click on eGift / Value field on one of the selected recipients
     c. Select the eGift Card and Value on the right hand panel
  9. To customise the gift email for multiple recipients, please follow the below steps.
     a. Use the check box on the left and select the recipient
     b. Click on Email field on one of the selected recipients
     c. Customise the gift email in the right hand panel
  10. Once the recipient information, eGift Card choice and address have been entered, click Continue to Delivery

Emails are the default way in which your gifts will be sent to your recipients,

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