It's always a good idea to stay updated on your recipients' redemption status! By keeping an eye on their activity, you can effectively oversee your automations. This insight will definitely speed up your processes, whether you're confirming gift deliveries or ensuring orders are fulfilled.
Here's a step-by-step guide on how to check who has redeemed and have not redeemed their Automations treats:
Navigate to the Automated Gifting Page
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Expand the Sidebar Menu (if collapsed)
- Click on the left-facing arrow ( ˂ ) 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 ( ˂ ) at the top-left corner of the sidebar to expand the navigation menu.
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Navigate to the Automated Gifting Page
- In the sidebar menu, locate and click on "Automated Gifting" to go to your automated gifting page.
Select the Automation
- Locate the automation you want to update.
- Click on it to open the Automation Dashboard.
🔍Filter Automations by Owner (For Company Workspace Users):
If you have permission to access and manage Automated Gifting, you can use the OWNED BY filter to view Automations created by other users in your Company Workspace.
For a complete guide, follow the steps in this article: 👉 How to Filter Automations by Owner
Select your Order
- Scroll down to find the specific order number you wish to check.
- Click on the order number to go to the order details page.
Check Recipient Redemption Statuses
- On the order details page, you will see the list of recipients and their redemption statuses.
- To filter the recipient statuses, use the options to show NOT REDEEMED or REDEEMED.
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