Need to send gifts to additional people through an active automation? You can add recipients to an existing order from your Automation Dashboard without creating a new automation. Follow the steps below to add recipients, schedule invitations, and confirm your updated recipient list.
⚠️ Before You Begin
Check your HRIS/ATS integration first.
If your automation is integrated with an HRIS/ATS system: Update the recipient information in your connected system. Stadium will update the recipient list according to the integration's sync behavior, so you generally don't need to add recipients manually.
If your automation isn't integrated with an HRIS/ATS system: Follow the steps below to add recipients manually.
📝Step-by-Step Instructions on How to Add Recipients to an Existing Order
Navigate to the Automated Gifting 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 the Automated Gifting Page
In the sidebar menu, locate and click on "Automations" to go to your automated gifting page.
Select the Automation You Want to Edit
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'd like to edit.
Click on the order number to go to the order details page.
Add Recipients
In the order dashboard, click the 'ADD RECIPIENTS' button.
Choose How to Add Recipients
You can add recipients in three ways:
INPUT EMAILS: Enter recipients' email addresses manually.
ADD BY CSV: Upload a CSV file containing the new recipients.
Select from your contact list: Choose recipients who are already in your contact list.
Select your preferred method and add the recipients you want to include.
Once the new recipients are added and selected, click on the NEXT button to proceed.
Set Email Schedule
Decide when to send the invitation email.
After selecting an option, click NEXT to proceed.
Select Payment Method
Select or add a payment method. The previously used payment method for the order is automatically selected here.
Click CONTINUE to proceed.
Finalize Payment
Click 'PAY NOW' to complete the payment process.
Confirmation
A confirmation message will appear, and a child window will allow you to download the invoice. Click 'DONE' to close this window.
Verify the Updated Recipient List
Return to the order details page in your Automation Dashboard.
Scroll down to the RECIPIENTS section.
Select NOT REDEEMED to view the recipient list.
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