This article serves as a detailed reference guide for all the fields that can be found throughout the Order page and the Delivery & Recipients page in the Send Gifts section.
Order Details
Gift Details -
Merchant can be selected, but most users leave it as "Any Partner Merchant" to allow the recipient to choose the merchant.
Number of Gifts can be 1-1000 gifts on any order.
Gift Value can be any whole number value between $5 - $10,000 inclusive (merchants offer a minimum redemption value of $5, recipient can split their gift across multiple merchants).
Claim Period allows you to set a period during which the gift must be claimed before it is automatically cancelled and fully credited back to the gift sender's account balance.
Must Pay-It-Forward, if toggled on, will mandate that the initial gift recipient pass the gift to someone else(learn how you can track who claims the gift).
Personalization -
Sender name allows you to customize the From name that appears on the gift that is being sent out.
Reason allows you to select a reason from the dropdown menu for the gift that you're sending out.
Message will let you customize the message that appears on the gift, or you can choose from some default messages saved in your Personal Settings or your Team settings.
Image, GIF or PDF attachment the imagine will default to your Profile photo, but you can load a different image or GIF. PDF's can be sent as an attachment as well.
Recipient Details
Recipient Info -
Full Name - Gift recipient's first and last name.
Recipient Email - The email address at which the gift recipient will receive their gift.
Recipient Cellphone # - The cellphone number at which the gift recipient will receive their gift.
Notes - allows you to make any notes about the recipient (like their department or business unit for expense tracking). These will not be visible to the recipient.
Delivery Date - you can schedule each gift for a different date, or leave this field at the default value to deliver your gift immediately.
Notify Manager - enter the email addresses of the managers you wish to notify.