How do I create a Bulk Order With Excel Document?

1. Go to your account dashboard and select ‘Start Order’.
2. Select ‘Create, personalize, schedule and send cards with Prezzee’  This means we will deliver the cards to your recipients via email (with optional SMS) according to the delivery details you provide us with and your scheduling preferences. 
3. Select ‘Bulk Add’ to add your recipient details in on go. 
4. In the popup window that just opened, you can decide between two options:
   1.  Send an identical order - select this option to send the same card with the same value to everyone. You’ll need to fill in a simple spreadsheet with you recipients’ names and email addresses (mobile number is optional).
   OR
   2. Send a varied order - select this option to send different cards and values and even add some personalization for your recipients.
5.  Download your CSV template and fill in the required details. 
6. Upload your completed template back to our system. 
7. We will let you know if there are any errors in your template and you’ll have to option to fix them, either by updating and re-uploading the template, or by directly fixing it on our interface. Error fields will be highlighted in red and you can hover over them to see the error and how to fix it (use the filter to see error rows only).
   Make sure to fix all the errors before proceeding.
8. Once you are ready to select the card for multiple recipients, follow the below steps: 
   1. Select the recipients by ticking the box next to their name.
   2. Select the ‘Select a card’ button in the table.
   3. Select the Card and Value you wish to buy under  the ‘Choose a card’ tab. 

9. To customize the email for multiple recipients, follow the below steps: 

1. 1. Select the recipients by ticking the box next to their name.
   2. Select the ‘Email’ field for the selected recipients.
   3. Customize the email under the ‘Customize email’ tab.

10. Once the recipient information, card choice and email address have been entered, select ‘Continue’.
Please note:

• Emails are the default way in which your cards will be sent to your recipients, but we also provide the option for SMS which is why we ask for your recipients’ mobile numbers if you wish. Extra charges apply.
• You can edit the email subject line, adjust it to your company’s guidelines and add a personal touch if you wish.

11. Select your delivery time.

12. Review your order and pay.