Adding and removing recipients to your existing Stadium Shops order is a straightforward process that can be managed from your shop's order dashboard. Follow this guide to efficiently add invitees/recipients to your active order and send them an invitation email.
This article covers the following topics:
- Access Your Shop Order
- Adding Recipients to Your Shop Order
-
Removing Recipients from Your Shop Order
- Removing All Unredeemed Recipients
- Removing Multiple Recipients
-
Removing Individual Recipients
β° Step-by-Step Guide on How to Add or Remove Recipients in a Shop Order
Demo Video
β° Access Your Shop Order
Navigate to the Shops Page
-
Expand the Sidebar Menu (if collapsed)
- Click on the left-facing arrow ( Λ ) at the top-left corner of the sidebar to expand the navigation menu.
(If the menu is already expanded, you can skip this step.)
- Click on the left-facing arrow ( Λ ) at the top-left corner of the sidebar to expand the navigation menu.
-
Navigate to Shops
- In the sidebar menu, locate and click on "Shops" to access your shop's page.
Select Your Live Shop
- On the " Shops" page, navigate to LIVE Shops, then click on the shop you'd like to access.
πFilter Shops by Owner (For Company Workspace Users):
If you have permission to access and manage shared shops, you can use the OWNED BY filter to view shops created by other users in your Company Workspace.
For a complete guide, follow the steps in this article: πHow to Filter Shops by Owner (For Company Workspace Users)
Access the Sent Gifts Tab
- From your shop's dashboard, navigate to SENT GIFTS.
Filter Orders by Owner (For Company Workspace Users)
If you have permission to access and manage shared shop orders, you can use the OWNED BY filter to quickly view orders created by specific users within your company Workspace
π‘ Note: The OWNED BY filter will only appear if the shop contains gift orders created by multiple users.
Follow the steps in this article for the complete steps: πHow to Filter Sent Gifts by Sender in Shops
π€β Adding Recipients to Your Shop Order
Initiate Adding Recipients
- Find the gift order you want to add more recipients to and click on the drop-down button associated with that order to view more options.
- Select the ADD RECIPIENTS button.
- Alternatively, you can click on the VIEW ORDER from the SENT GIFTS tab to be routed to the Order's details page, where you will also find the ADD RECIPIENTS button
Add or Select Recipients
- You can enter their email address by selecting from your contact list, uploading a CSV, or inputting the email addresses manually.
Here are several ways to add people to your recipient list:
a) Input Emails
- Click on INPUT EMAILS
- Enter the email addresses of the recipients.
- Choose a Workspace role.
- Click on ADD CONTACTS.
b) Upload a CSV
You can add them all at once by uploading a CSV file.
- 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 (admin, sender, member, non-member).
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.
Select Recipients from Your Contact List
Once you have added people to your contact list, or if you already have existing contacts in your list. There are two ways to select recipients for your order:
a) Use Filters To Select Contacts: Use the provided filters to segment your employee list based on specific criteria.
b) Select Contacts Manually:
- Choose individual employees from your contact list.
- Once the recipient emails are added or selected, click NEXT to proceed.
Send Invitation Email
- Choose whether you want to send them an invitation email or not, then click NEXT.
Select Payment Method
- Select or add a payment method. The previously used payment method for the order is automatically selected here.
- Click CONTINUE to proceed.
π³ Note: Youβll only be charged if adding additional recipients exceeds the number of available seats included in your shop order.
Review and Confirm
- Review the order details, and once you are all set, click on PAY NOW to confirm.
Confirmation Message
- A confirmation message will appear indicating that the recipient's email has been successfully added. On this page, you will also have the option to download your order invoice and view the payment breakdown.
Check Recipient Status
- You can find the additional recipient(s) on the NOT REDEEMED list.
π€βRemoving Recipients from Your Shop Order
Navigate to Unredeemed Recipients
- On the order details page, click on the NOT REDEEMED option to display the list of recipients who have not yet redeemed their gifts.
Remove Recipients
There are three options to remove recipients from your gift order.
Option 1: Removing All Unredeemed Recipients
- To remove all recipients who have not yet redeemed their gifts, click the REMOVE ALL button.
Option 2: Removing Multiple Recipients
- You can select multiple recipients if you want to remove multiple recipients at the same time.
- Tick the checkbox next to the email address of the recipient(s) you want to remove.
- Afterward, click on the REMOVE SELECTED button.
Option 3: Removing Individual Recipients
- Click on the REMOVE button next to the recipient's email icon to delete an individual recipient.
Confirm Removal
- A confirmation pop-up window will appear. Click YES, REMOVE to proceed.
Completion Message
- Once the process is complete, a confirmation message will be displayed, indicating that the recipient(s) have been successfully removed from the order
- The list of recipients under "NOT REDEEMED" will also be updated
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