Magic Link Orders enables anyone with access to the link to redeem a gift. However, each recipient's order needs approval from the gift sender before it is shipped. This method is perfect if you don't have a set list of recipient email addresses but still want control over who receives a gift.

If you have already created your shop, you may go directly to your Shop's dashboard. If you have not created a shop yet, please follow the steps on this page 👉[here].

Ready to start gifting? Here's a step-by-step guide on How to Send Points or Shop Credits with a Magic Link!

Navigate to the Shops Page

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.)
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.

🔍Filter 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: 👉How to Filter Shops by Owner (For Company Workspace Users)

Send Points or Send Shop Credits

Click on the option that suits your preference: SEND POINTS or SEND SHOP CREDITS.

Allocate a Budget

Enter your preferred order name and specify the number of recipients you have, as well as the budget per recipient. It's important to note that the budget won't be visible to your recipients and will automatically convert to points if you opt for this method. Shop credits will be displayed in your currency, but you still have the option to choose your preferred currency from the drop-down menu.
To create a Magic Link Order, you must select "Shop Points (can only be used in this shop)."
Click NEXT to proceed to the next page.

Select An Order Type

There are two options here: Restricted Link or MagicLink. For this article, we will choose the MagicLink option since we are creating a MagicLink Order.

MagicLink™ allows you to create an open invitation link that can be shared with anyone, making it ideal when you do not have your recipients’ email addresses ahead of time.
With this option enabled, anyone with access to your link can enter and redeem. Think of it like opening the gates to a private event, while still keeping control over who is approved.

How It Works

When MagicLink™ is enabled, your invitation link becomes accessible to anyone who has it.
You can review and approve or deny redemptions after recipients attempt to redeem their gift.
This gives you flexibility while maintaining control over who receives the gift.

📌Important Notes

MagicLink™ is only available when sending points or credits restricted to “Shop Points.”
If you already have some recipient email addresses, you can add them during the order setup.
- These recipients will be automatically pre-approved.
If you do not have recipient emails:
- Click NEXT to continue setup
- You can approve or reject redemptions later as they come in

Add Recipients

This step is optional. You can skip this step if you don't have a list of recipients.

To skip this step, click this link: 🧷Proceed To The Next Steps

⚠️Important Notes

You can still add your recipients' email addresses in advance, even if you create a Magic Link order.
Recipients added during your order setup will be automatically approved once they redeem their gift, while those not on your initial list will require approval after redemption.

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.

add contacts shop order iput manually.gif

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.

Set Up The Recipient Experience

Set Up the Message

Input the Sender Name and add a customized message for your recipients. You'll see a preview of your message on the right.
Your recipients will see this message on the invitation email and the Recipient's Landing page.

Add a Video Message (Optional)

If you wish to elevate the recipient's redemption experience, you may also add a Video Message.

Check the box to include a video message. Once your order is placed, email the video to [email protected]. Ensure the video meets the following:

🎥 Video requirements

Resolution: 720p or 1080p (MP4 format)

Max Length: 10 minutes

Set up The Date of Invitation Links

Choose when to send the invitation emails:

You'll have three options for sending your invitation
- - Send it immediately after payment
  - Custom date for each recipient (ideal for birthdays) - For this option, make sure to download the CSV file, fill it out, and send it to [email protected]
  - Send the link yourself
Once done, click onthe COMPLETE ORDER button