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Order flow improvements

Place orders faster, with more flexibility and fewer errors.

What’s changing?

  1. Redesigned order flow – A redesigned order for easier navigation.
  2. Improved manual data input – A more intuitive way to enter recipient details.
  3. Simpler data upload process – Better handling of orders for 10+ recipients.
  4. Refined currency, translation, and scheduled delivery experience – Improved experience for commonly used fields.

1. Redesigned order flow

What's changing? 

  • All orders will start in a main hub page. You can navigate to different steps for campaign selection, recipient details, payment method selection, and final review.
  • Steps can be completed in any order.
  • The new structure makes it easier to track progress and return to previous steps without losing data.

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How this helps you:

More intuitive navigation – No more getting lost in multiple steps.

Easier modifications – Quickly adjust details without restarting the order.

Better visibility – See all order details in one place.

2. Improved manual data input

What’s Changing?

  • We’ve redesigned the manual entry form to make it clearer and more user-friendly.
  • Fields will be better organized, and error messages will be more actionable.
  • You can preview recipient details before submitting.

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How this helps you:

Faster data entry – Less confusion, fewer clicks.

Fewer errors – Clearer validation messages help prevent mistakes.

Better previewing – See exactly what recipients will receive.

3. Simpler data upload process

What’s Changing?

  • We will support more file formats (e.g. .xlsx)
  • The file upload process will automatically detect errors before submission.
  • We will improved support for different currencies in bulk orders.
  • The system will provide real-time feedback on formatting issues.

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How this helps you:

Fewer upload failures – Catch errors before submission.

Better currency handling – No need to manually adjust currency fields.

More flexibility – Uploads work more smoothly with different file formats.

4. Refined currency, translation, and scheduled delivery experience

What’s Changing?

  • ‘Currency’, ‘Translate recipient messaging’, and ‘Schedule delivery’ will always be visible in the order form.
  • These fields will be enabled by default for all organizations, reducing setup confusion.
  • The ’Schedule delivery’ field will include a clearer date picker.

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How this helps you

Easier access – No need to enable these fields manually.

Clearer scheduling – Better control over when rewards are sent.

Improved international support – Recipients get the right currency and language automatically.


Frequently Asked Questions

Q: When will these changes go live?

These updates will be rolled out over the next few months; some are already live.

Q: Will I need to update my existing orders?

No, existing orders will remain unchanged. These updates only apply to new orders placed after the rollout.

Q: Do I need to take any action?

No action is required. These changes will be applied automatically to your account.

Q: Where can I get help if I have issues?

If you have any questions or need assistance, please reach out to our Support Team.