You can create a gift order directly from a Shop Catalog by sending points or shop credits to recipients. Follow this guide to access a Shop, set your budget, choose recipients, customize the invitation, and complete your order.
This article includes sections:
User Roles & Permissions for Each Workspace User
Access to “Send Points” or “Send Credits” on the shop catalog depends on User Role and the type of Workspace where the shop was created.
1. Shops from a Personal Workspace
No user can send points from the catalog if the shop was created in a Personal Workspace.
2. Shops from a Company Workspace
Access and sending permissions depend on whether you open the Shop through a direct link or your Received Gifts page.
A. When accessing a Shop through a direct Shop link:
Workspace Owners: Can send points to Shops created by other users.
Collaborators: Can send points from the Shop Catalog, even if they are not added as Shop users.
External Contacts: Can access the Shop Catalog through a direct link but cannot send points.
B. When accessing a Shop through the Received Gifts page:
Workspace Owners: Can send points from any Shop listed in their Received Gifts section.
Collaborators: Can send points after redeeming a gift, even if they are not added as Shop users.
External Contacts: Can access the Shop Catalog through Received Gifts but cannot send points.
Steps to Create a Gift Order in a Shop from the Shop Catalog
🛍️ How to Access Your Shop
There are two ways to access a shop:
Option 1: Access Shops available in your Received Gifts 🎁
If you have Shop Points from a gift, you can find associated shops in your Received Gifts
Go to your Home Page. Locate the Received Gifts section. From here, you can access the shops where you’ve received gifts.
If there are multiple gifts, click on the three-dots menu (⋯) and select View All Gifts to see all available shop gifts.
Choose a shop from your list of received gifts.
If you haven't redeemed the gift yet, click the REDEEM button to redeem your points and access the shop catalog.
If you have already used your points in the shop but want to access the catalog again, click the Continue Shopping button to access the shop catalog again.
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Option 2: Access Shops Via a Direct Shop Link🔗
If you received a Shop Link or Gift Invitation Link, simply click the link or copy and paste it into your browser.
🎁 How to Create a Gift Order From the Shop Catalog
Once you're inside the Shop Catalog, follow these steps to create your gift order.
Start Sending Points/ Shop Credits
Inside the shop, click the drop-down arrow next to your TOTAL POINTS.
Select "SEND POINTS" or "SEND CREDITS".
Allocate a Budget
Enter your preferred order name and specify the number of recipients you have, as well as the budget per recipient.
💡 Budget information:
Your budget is not visible to recipients.
If you choose to send points, the budget automatically converts to points.
If you choose shop credits, the amount is displayed in your selected currency. You can change the currency using the dropdown menu.
Choose the type of currency you want to send.
Option A: Stadium Points (can be used anywhere)
Recipients are directed to the Shop you selected, but they can spend their points in any available Shop.
Recipients can also forward their points.
You cannot create this type of order using a MagicLink.
Option B: Shop Points (can only be used in this shop)
Points are restricted to the selected Shop and cannot be forwarded.
You can use a MagicLink to share an open invitation link with recipients.
The currency always matches the selected Shop's currency.
Click NEXT to proceed to the next page
Select your Order Type
Select an order type, whether it's a Restricted Link or a Magic Link.
🔗 Option 1: MagicLink™
MagicLink™ creates an open invitation link that you can share with recipients, even if you don't have their email addresses when creating the order.
Anyone with the link can access the invitation and attempt to redeem the gift. You can review and approve or deny redemption requests.
How MagicLink™ works:
The invitation link can be accessed by anyone who has it.
Recipients can use the link to submit a redemption request.
You can approve or deny redemption requests after recipients attempt to redeem.
If you already have some recipient email addresses, you can add them during order setup. These recipients are automatically pre-approved.
If you don't have recipient email addresses, click NEXT to continue. You can review redemption requests as they come in.
📌Important Notes
MagicLink™ is only available when sending points or credits restricted to “Shop Points.”
If you already have some recipient email addresses, you can add them during the order setup.
These recipients will be automatically pre-approved.
If you do not have recipient emails:
Click NEXT to continue setup
You can approve or reject redemptions later as they come in
💡 For the complete step-by-step guide, you may follow the instructions in this article: 👉How To Create a Magic Link Order
🔒 Option 2: Restricted Link
Choose Restricted if you want the invitation to be accessible only to specific recipients.
You can add recipient email addresses during order setup or upload them later. Email addresses added during setup are automatically pre-approved.
To enable this, click on Restricted
👥 Add Recipients to Your Order
You can add recipients in three ways:
Enter their email addresses manually.
Upload a CSV file to add multiple recipients at once.
Select existing contacts from your Contact List.
Option 1: Add Recipients by Entering Email Addresses
Click on INPUT EMAILS
Enter the email addresses of the recipients.
Choose a Workspace role.
Click on ADD CONTACTS.
Option 2: Add Recipients Using a CSV File
Use a CSV file to add multiple recipients at once.
To get started, click on "ADD CSV" and then
Click Download Template to fill out the CSV sheet.
Fill out the CSV file
Fill all columns in the CSV file with user details.
Assign roles under Column Z
Available Workspace roles include:
Owner
Collaborator
Member
External Contact
Upload CSV File
Return to the Contacts page and click SEARCH LOCAL DEVICE to upload.
(Optional) Check the box for Let CSV contacts overwrite existing contacts (excluding contacts synced via HRIS) if you want updates to replace current records.
If roles were not specified on the CSV sheet, click the drop-down arrow on the Select role box and assign a designated role for the new users.
Option 3: Select Recipients From Your Contact List
If your recipients are already saved in your Contact List, you can select them directly.
A. Use Filters to Select Contacts
Use the available filters to narrow down your contact list and select recipients based on your preferred criteria.
B. Select Contacts Manually
Browse your Contact List.
Select the individual contacts you want to include in the order.
After adding or selecting your recipients, click NEXT to continue.
✉️ Customize the Recipient Experience
Personalize the gift invitation by adding a sender name, message, and optional video. You can also choose when recipients receive their invitations.
A. Set Up Your Gift Message
Enter the Sender Name.
Add a personalized message for your recipients.
Review the message preview displayed on the right side of the page.
Your recipients will see this message in their invitation email and on the Recipient Landing Page.
B. Add an Optional Video Message 🎥
You can include a video message to personalize the recipient's gift experience.
Check the box to include a video message.
After placing your order, email your video to ✨[email protected]
Video requirements:
Resolution: 720p or 1080p
Format: MP4
Maximum length: 10 minutes
C. Choose When to Send the Invitation
Select when your recipients should receive their gift invitation. You have three options:
Send immediately after payment: Invitation emails are sent after your payment is completed.
Custom date for each recipient: Schedule invitations for individual recipients, such as for birthdays. Download the CSV file, complete the required information, and send it to ✨[email protected]
Send the link yourself: Choose this option if you prefer to distribute the invitation link manually.
After selecting your preferred option, click NEXT.
💳 Finalize Your Gift Order
Complete the final steps below to review your billing details, submit payment, and confirm your gift order.
Select Payment Method
Choose or add your preferred payment method from the options provided.
Click CONTINUE to proceed.
Add Billing Information
Add the BILLING COUNTRY and BILLING ZIP CODE.
Click CONTINUE to proceed.
Process Payment
On the order summary page, click "PAY NOW."
View Your Order Confirmation
After your payment is successful, a confirmation page will appear with your order summary.
From this page, you can:
Download the invoice for your records.
Expand the order summary to review the order details.
Copy the invitation link to share with recipients.
Download the QR code for your order.
Need more help? Contact us via CHAT / SEND AN EMAIL TO ✨[email protected]
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