1. Get your template
You’ll be prompted to download the latest version of the template when you see the below screen.
2. See the example in your new template
In the latest version of the template, there are 5 fields.
The template will automatically appear populated with an example. Your example will show you mock details about recipients named Clara & Samuel and these examples should help you understand exactly how to fill out the template. Once you’ve seen and understood the example, remove the sample details.
3. Fill out with your recipient details
Fill in the following details in the template:
- Recipient's email address: Enter the recipient’s email address and ensure the email address format is valid.
- Recipient’s name: Enter the first name of the recipient.
- Recipient’s phone number (optional): Enter the recipient’s mobile phone number if you’d like to send them their card via SMS (at an extra cost). Leave the column blank if you do not wish to send the SMS.
- Notes (optional): Add any internal references here. The note is only visible to your business (your recipients can’t see it) and is commonly used for invoicing purposes.
- Card Value: Enter a valid card denomination. Remember that different cards have different denominations so you should check this before submitting your template.
4. Upload your template and address any errors
Now it’s time to upload your template. Once you’ve saved your new template, follow the prompts to upload it.
If your template has any errors, we’ll let you know. You’ll need to fix the errors and resubmit your template to be able to continue.
5. Complete and continue
Once your template has been successfully uploaded, click the continue button and proceed to the next step.