This tutorial guides you through placing bulk orders using Prezzee Business.
01 Introduction
You will learn how to upload recipient details, customise your order, and complete the bulk purchase process.
02 Start a New Order
Click the Start order button to begin your purchase process.
03 Proceed to Order Setup
Click the Let's go button to continue setting up your order.
04 Access Bulk Add Recipients
Click the Plus icon to bulk add recipients to your order.
05 Select Your Preferred Order Option
Click the I'm sending an identical order option to apply the same gift and same denominations to all recipients.
Click the I'm sending a varied order option to apply different gift cards and different denominations to all recipients.
06 Download CSV Template
Click the Download icon to download the CSV or Excel template for recipient details.
07 Upload Recipient Template
Once you have completed your CSV or Excel template, click the Upload icon to upload your completed recipient template file.
08 Confirm Upload
Click OK to confirm and proceed with the uploaded recipient data.
09 Multiple Recipient Gift Customisation
If you want to make updates to all recipients at the same time, ensure you have these boxes selected. Alternatively, select on one recipient to update as required.
10 Choose Gift Card
Click Choose a card to select the gift card design for your recipients.
11 Select an eGift Card
Choose your preferred card design from the available options by clicking on your chosen image.
12 Select Gift Value
Click Select a value to choose the gift card amount for your order.
13 Customise Email Message
Click Customise email to personalise the message sent with your gift cards.
14 Click Edit to Choose a Gift Image
Select a Gift Image to suit your message theme or tone.
15 Choose a Gift Image
Choose a Gift Image to suit your message theme or tone.
16 Confirm Your Gift Image
Click Confirm to save your email customisation settings.
17 Add Personal Message
Click Add a message for a personal touch to include a custom note with your gift cards.
18 Enter Custom Message
Fill in your custom message, up to 1000 characters, to personalise your gift cards.
19 Save Message
Click Save to store your personalised message for the order.
20 Preview Order (Optional)
Click the "Preview" tab to view your gift email and verify all details before proceeding.
21 Finalise Your Order
Click Continue to access optional selections like enabling SMS for delivery, forward scheduling your order or customising the email subject line to your preferences.
22 Continue to Payment
Click Continue to access payment options and complete your order.
You have successfully placed a bulk order using Prezzee Business by uploading recipient details, customising your gift cards and messages, previewing your order, and completing the purchase.
Please Note:
Once payment is completed and orders fulfilled, changes to your order cannot be made retrospec tively. Please ensure you check your order details before proceeding to payment.